(Updated January 2023)
Value’s Back….And It’s Only Just Begun
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.
The current market environment remains one of the most challenging in recent memory, given the many shifts in the dominant macroeconomic forces of the last decade. This paradigm shift for investors has also brought an end to the growth-led market frenzy that unfolded following the last crisis in 2008-2009. Investors had once again decreed the death of value investing, as they have tried to do so many times before; this prophetic failure arrived just in time for value's impressive comeback that began in 2020. Investors may be struggling with what to do: Is it time to revisit or increase allocations to value?
All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.
