Insight

Value’s Back….And It’s Only Just Begun

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2.6.2023
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Executive Summary

Shifting macro forces slow growth markets’ frenzy

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?

ABOUT BARROW HANLEY GLOBAL INVESTORS

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. Today, Barrow  Hanley has approximately 100 employees, over half of which are investment professionals managing assets for our valued clients. 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. For further information, please visit www.barrowhanley.com.

Please contact us for more information.

214.665.1900
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Barrow Hanley Global Investors
2200 Ross Avenue
31st Floor Dallas, TX 75201
www.barrowhanley.com

2.6.2023
Follow us:

Shifting macro forces slow growth markets’ frenzy

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?

A longstanding history of competitive returns, a collegial environment, and a bespoke approach to client service yields a principled, proven partner.