Value has and continues to be a cornerstone of equity investment discipline and the uncovering of mispricing that is central to active management. Now, in a market captivated by growth narratives and the allure of quality, investors are risking imbalance and volatility in their core global equities allocations. Investors should challenge what value means in today’s evolving market and think pragmatically about how value co-exists alongside other accretive factors, thereby uncovering opportunities that challenge the traditional definition. If they get it right, a greater focus on valuations in core equity allocations will deliver a smoother investment journey in the decade to come. It's time to question where your next dollar should go, challenge current allocation strategies, and move towards value as an indispensable component of every portfolio.

Vihari Ross | 0.50 CE

The best response for investors pondering a future that is always VUCA is to ground their decisions in investment basics. In short, look for mispriced quality companies.

Vihari Ross | 0.25 CE

The best chance for survival among what were regarded as the most defensive of stocks is to be the biggest, most revered brand – or at least hold second spot. Others will struggle and many will disappear.

Vihari Ross | 0.25 CE