Value investing now back in favour – will this continue?

Nikko AM

Nikko AM

During the 2016 December quarter, we witnessed the value style stage a partial recovery after having underperformed for at least two years or so. And then in the recent reporting season, the market started to adjust its earnings expectations to reflect the emerging signs of economic growth.  Is this as good as it gets? Or will value continue to outperform after its initial recovery, after having being in the wilderness for some time?

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Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...

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