Just over a year ago, in July 2025, the BUX index – which tracks the average share price performance of the largest companies listed on the Hungarian stock exchange – crossed the 100,000 point mark for the first time in its history. At the time, the key question was whether Hungary’s leading blue-chip stocks still […]
Címke: equity
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 […]
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 […]