Burnett: what needs to happen for value to start performing again?

Value stocks have significantly underperformed growth stocks in Europe in the past decade. However, Rob Burnett, manager of the Neptune European Opportunities Fund, believes we are now approaching an inflection point. Watch the video below to find out more.

In the video, Rob discusses:

  • How low inflation and loose monetary policy since the global financial crisis have benefited growth stocks and been detrimental for value sectors – and why he believes the tables are set to turn
  • Opportunities he sees in other sectors such as energy, where depressed valuations have changed the risk/reward outlook
  • Why now could be a strong entry point to gain exposure to European value stocks, particularly given the IA Europe ex UK sector’s strong bias for growth strategies

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Neptune funds may have a high historic volatility rating and past performance is not a guide for future performance. The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. References to specific securities and sectors are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Forecasts and past performance are not a guide to future performance. These are Neptune’s views and as such this document is deemed to be impartial research. Any forecasts, projections or targets are to provide you with an indication only and should not be relied upon. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. The content of this article is formed from Neptune’s views and we do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. For further details please refer to the current prospectuses, which are available to download from www.neptunefunds.com.