Financial Times Interview with Style Research – Investing with Style

Value investors are faring poorly, despite market conditions that usually favour them. Why? John Authers, Long View Columnist and Robert Schwob, Principal at Style Research, dig into the factors behind value’s under performance.

FT Investing with Style

Some of the ideas discussed within this interview relate to research detailed within the Global Style Perspectives (GSP) and Monthly Style Summary .  For more information, please contact Style Research at london@styleresearch.com.

Author: Robert | Categories: News

Style Performance Focus – Global Equities – Q1 2012

The Global Equity region performed strongly in Q1 2012, recovering almost all losses from 2011. Against this backdrop, and with much of the market sentiment seemingly driven by “risk on, risk off” type considerations, it was not surprising that High Beta stocks outperformed the market in Q1 2012. This was a partial reversal of the very strong underperformance of High Beta stocks in 2011.  In addition, High Momentum stocks underperformed in the first quarter.

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Author: admin | Categories: Research Topics

Monthly Style Summary to End March 2012

While the US and Japanese equity markets gained, most other market regions experienced volatile and marginally negative returns during March.  Against this mixed background, there was, however, a generally consistent pattern of Style Returns. Curiously, high Beta stocks underperformed, even in the rising markets; but, more strikingly, in all but the UK, Value stocks are again underperforming while a wide range of Growth characteristics are outperforming. Read more »

Author: Robert | Categories: Monthly Style Summary