If you own emerging market stocks, you know it’s been painful this year. The chart below from McKinsey shows just how wide the divergence has been between emerging markets and the stellar S&P 500. Source: McKinsey Global Institute To say that emerging markets are out of favor now is a bit like saying water seems […]
Ben Inker
The 2-Minute Thought: Value Investing Isn’t Dead
Historically, value investing has outperformed. It hasn’t done so year in and year out – and it can certainly underperform over shorter periods of time. But over longer multi-year periods, it has outperformed. The evidence in its favor holds across markets, countries, and eras. Yet value investing has had a terrible period of underperformance the […]
