Is Value Investing Dead?
Discussed by:
Jared Kizer, CFA
Chief Investment Officer, Buckingham Strategic Wealth and the BAM Alliance
Historically, value stocks—stocks that trade at low prices relative to fundamentals—have generated higher returns than growth stocks, but this relationship did not hold in the U.S. market in the 2010s. By one popular measure, U.S. value stocks underperformed growth stocks by 2.6% per year from 2010–2019, compared to 4.5% per year outperformance over the full history of the U.S. market. This result occurring over such a long period of time has caused some investors to ask whether the so-called "value premium" is gone. In this talk, Jared Kizer examines the recent performance of value investing and seeks to provide perspective on whether the value premium still exists.
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About the recent performance of systematic value investing in the U.S. stock market compared to its long-term history
About the performance of systematic value investing outside of the U.S. stock market
Whether the performance in the 2010s can definitively tell us that the value premium has disappeared
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The Bull Market Is Dead, What Now?
Discussed by:
Mark Skousen, Ph.D.
Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
With the world facing a global pandemic, the longest bull market in history is over. Is it time to get back in? Mark Skousen says, “Most bull markets do not die of old age, they are killed!” They are killed by fiscal and monetary policy, or a “black swan” event such as the coronavirus. How serious is the coronavirus scare to the global economy and markets? Find out why Skousen is now bullish on gold and has just added it to his portfolio. He will also highlight his favorite stocks, bonds, mutual funds and exchange-traded funds (ETFs) for protecting your portfolio from the increased volatility of today’s market.
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What to look for in anticipation of a major bear market
What impact Trump and the Republicans' win or loss in November will have on your investments
What kind of stocks, mutual funds, exchange-traded funds (ETFs) and alternative investments such as gold are best to play in today's high-priced market
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