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Prospects Improve For Value

Updated: Sep 9, 2022

History suggests that interest rates will rise along with some level of inflation for the next 20 years, says Kim Shannon, founder and co-CIO of Sionna, and value investing will likely do well. Speaking at its session on ‘Capitalizing on Value Investing Now and in the Future,’ she said value investing has just gone through its longest and deepest underperformance in a century of the history of value versus growth. Value tends to outperform growth by 11 per cent overall and outperforms growth 80 per cent of the time, she said, but notably only three times has growth outperformed value. After the Second World War, value peaked in 1981 and started to fall. It took a little while, but eventually “you started to see the outperformance of value start to decline until the current period.” The question is “has value finally returned to normal,” she said.

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