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Podcast: Excess Returns
Episode: Examining the Arguments Against Value Investing
Description: After a decade of struggle, the past six months have finally given value investors reasons for optimism. Â Although the recent outperformance pales in comparison to the underperformance over the course of the decade, the fact that performance has improved, coupled with the arguments that a move toward increased fiscal stimulus may lead to a higher inflationary environment that would benefit value, has many value investors, including us, thinking we may have finally reached the turning point. Â And market experts have also jumped on the value train, with many predicting a strong year for value.Â
But times like the...