"Value" -- noch eine Zukunft? (Seite 4)
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Antwort auf Beitrag Nr.: 68.213.176 von faultcode am 17.05.21 11:56:32
https://twitter.com/TaviCosta/status/1396285210472239105
https://twitter.com/TaviCosta/status/1396285210472239105
Antwort auf Beitrag Nr.: 68.162.713 von faultcode am 12.05.21 14:04:27
https://twitter.com/NautilusCap/status/1389928343642984449
https://twitter.com/NautilusCap/status/1389928343642984449
Antwort auf Beitrag Nr.: 68.162.674 von faultcode am 12.05.21 14:01:52
https://twitter.com/ISABELNET_SA/status/1392079424665886723
https://twitter.com/ISABELNET_SA/status/1392079424665886723
Antwort auf Beitrag Nr.: 68.146.459 von faultcode am 11.05.21 14:44:26
https://twitter.com/contrarian8888/status/139220380810990797…
https://twitter.com/contrarian8888/status/139220380810990797…
11.5.
Value Investing Is a Winner From the Tech Wreck on Wall Street
https://www.bloomberg.com/news/articles/2021-05-11/value-inv…
• Cheap stocks take market leadership from tech on inflation bet
• Smart-beta ETFs tracking investing style overtake growth funds
...
Value Investing Is a Winner From the Tech Wreck on Wall Street
https://www.bloomberg.com/news/articles/2021-05-11/value-inv…
• Cheap stocks take market leadership from tech on inflation bet
• Smart-beta ETFs tracking investing style overtake growth funds
...
Trading Spotlight
Antwort auf Beitrag Nr.: 67.508.270 von faultcode am 18.03.21 11:07:16
https://twitter.com/ISABELNET_SA/status/1377238337807847426
https://twitter.com/ISABELNET_SA/status/1377238337807847426
Antwort auf Beitrag Nr.: 67.448.213 von faultcode am 13.03.21 20:05:24
Antwort auf Beitrag Nr.: 67.395.488 von faultcode am 10.03.21 12:34:475.3.
Momentum Quants Will Unleash the ‘Most Turbulent Rebalance Ever’
• Trend-chasing funds set to swap tech-stock exposures for value
• Waves of quant buying and selling may cause market disruption
https://www.bloomberg.com/news/articles/2021-03-05/momentum-…
...
To be sure, tech’s gains overall in 2020 mean it will remain strongly represented in momentum portfolios going forward. But it’s likely that this breed of investor will pare its exposure to make way for the likes of materials and financials that have staged a strong comeback of late.
A less Faang-obsessed market could be good news for some factor funds. Many have blamed Big Tech’s dominance for the so-called quant crisis of recent years, after a rally powered by the Amazons and Microsofts of this world made it hard to make money without massive bets on these mega-caps.
Now, value equities — which have famously struggled in recent years — are finally seeing a ray of light, a boon for those systematic funds with broad exposures.
“Assuming the rotation continues this month and we drop March 2020 observations, we should see value or pro-cyclical increasingly represented in the high-momentum cohort,” said Jon Quigley, chief investment officer of disciplined equity at Great Lakes Advisors.
Momentum Quants Will Unleash the ‘Most Turbulent Rebalance Ever’
• Trend-chasing funds set to swap tech-stock exposures for value
• Waves of quant buying and selling may cause market disruption
https://www.bloomberg.com/news/articles/2021-03-05/momentum-…
...
To be sure, tech’s gains overall in 2020 mean it will remain strongly represented in momentum portfolios going forward. But it’s likely that this breed of investor will pare its exposure to make way for the likes of materials and financials that have staged a strong comeback of late.
A less Faang-obsessed market could be good news for some factor funds. Many have blamed Big Tech’s dominance for the so-called quant crisis of recent years, after a rally powered by the Amazons and Microsofts of this world made it hard to make money without massive bets on these mega-caps.
Now, value equities — which have famously struggled in recent years — are finally seeing a ray of light, a boon for those systematic funds with broad exposures.
“Assuming the rotation continues this month and we drop March 2020 observations, we should see value or pro-cyclical increasingly represented in the high-momentum cohort,” said Jon Quigley, chief investment officer of disciplined equity at Great Lakes Advisors.
Antwort auf Beitrag Nr.: 67.165.347 von faultcode am 23.02.21 20:22:43Wow!
Seit 37 Jahren ist "Value" der Oberloser unter diesen 3 Fama-French-Faktoren:
https://twitter.com/jsblokland/status/1369034017752952834
"market" = market excess return = eigentlich beta
Seit 37 Jahren ist "Value" der Oberloser unter diesen 3 Fama-French-Faktoren:
https://twitter.com/jsblokland/status/1369034017752952834
"market" = market excess return = eigentlich beta
Seit November 2020 beobachte ich die FAANG vs. fünf meiner eigenen Value Aktien. In den vier Monaten haben die Value Aktien die FAANG (Growth) und den Nasdaq 100 outperformt. Mehr dazu und die möglichen Gründe im Video.
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