In the latest episode of Moneyvlog, György Pálfi, Head of Equities at VIG Asset Management, analyzed the current, highly complex macroeconomic environment and the opportunities ahead for the domestic market. The domestic rate-cutting cycle and a potential future Eurozone accession could present a completely new situation for investors. As the previously accustomed high government bond […]
Címke: equity
Over the past decade, it has become fashionable to declare value investing dead. The growth factor has won: large technology stocks and compelling growth stories have dramatically outperformed traditional value portfolios. Well-known value benchmarks – such as the S&P 500 Value or the Russell 2000 Value – have underperformed the broad S&P 500 for most […]