Viewpoints about Value Stocks
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The case for mid-cap stocks in 2020
Mid-cap stocks often combine the growth potential of a young firm with the financial stability of a company that has survived beyond its early years.
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Watch out when value returns to favor
Growth has outperformed value for most of the past 10 years, but when value eventually takes back leadership, the reversal may end up being dramatic.
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Are low-volatility strategies just value investing in disguise?
Low-volatility ETFs are not the same thing as value investing.
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Plain English, please: stock market jargon explained for average investors
It can be hard for an average investor—and even many professionals—to make sense of the jargon you encounter about investing. Here's a look at key stock market terms, from bull and bear markets to P/E and P/B ratios.
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When value stocks lag, multifactor diversification can help
Value stocks have underperformed. A multifactor approach may make it easier for investors to stick with their long-term plan.
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Rethinking value investing in your portfolio
Value investing isn't limited by sector definitions. Mark Donovan of John Hancock Disciplined Value Fund discusses where he and his team see value today.
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Telecom sector gives way to communication services
The telecommunications sector is being revamped and renamed communication services. We discuss the rationale for this change and what it means for investors.
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Advisors are tilting client portfolios toward growth—and may not know it
After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.
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What's a growth stock? A value stock? Equity market style explained
We explore equity style differences and put growth stocks’ recent market leadership over value in historical context.
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While retail is disrupted, distributors carry on
The market is filled with middlemen whose days may be numbered, thanks to e-commerce. We discuss the key targets and the limits of e-commerce disruption.
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