Is Value Investing Dead? The long period of low interest rates is the first culprit to blame for the demise of value investing • The outperformance of value might require higher interest rates, which could be structurally difficult to achieve in the foreseeable future • Technology Is The Culprit: Technology has disrupted industries in a way that may permanently destroy “moats” that used to exist around certain industries • Tech Is The Leader: Most of the decade-long bull run has been led by a boom in shares of major tech companies which are disrupting traditional industries • Value investors also got burned by the massive rotation to growth stocks as appetite for fast-growing companies like tech surged. The trend favoring growth over value still persist in recent years as value names have underperfomed in the past five years • Email Us Now To Access Our Algo Generated Trade Alerts: inquiries@ppchk.net
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