Strategies for Markets in Transition

 

The Unique Time for US Value

US value is poised for strong medium- to long-term performance, we believe. Following detailed investigation, we can reveal the basis behind this argument, stemming from six key characteristics which together present a unique and timely opportunity.

 

Key opportunities are presenting themselves in US value. Use these articles as a guide for the sector.

 

The unique time for US Value: six characteristics supporting the shift

A unique combination of six factors sees US value offering a compelling opportunity for strong medium- to long-term performance, compared with the broader US and global markets, say Marco Pirondini, Head of Equities, and Craig Sterling, Head of Equity Research.  

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What value sectors are most likely to benefit from tech spend?

Nearly a quarter of the US value index may represent the next leg of innovation as the beneficiaries of tech spend shift from the suppliers of it to those who have made significant investments, according to Marco Pirondini, Head of Equities, and Craig Sterling, Head of Equity Research.  

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The Quality Value Trend: Putting its Distressed Reputation to Rest

Good value doesn't have to mean bad quality, according to Marco Pirondini, Head of Equities, and Craig Sterling, Head of Equity Research, especially when you have the patience to dig a little deeper.

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We believe the time for US Value is now. Here is how to access it.

After 10 years out in the cold, US value stocks are being reconsidered by many investors due to a confluence of macro, thematic and policy factors, say Marco Pirondini, Head of Equities, and Craig Sterling, Head of Equity Research. Here they outline why they believe assertions of a value comeback are not overhyped.

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Infographic: The Unique Time for US Value

Download this infographic highlighting the key points that support the growing trend to US Value.

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1 Out of 536 (3-Year) and 486 (5-Year) Lipper Large-Cap Core Funds Classification. Based on historical risk-adjusted returns of Class Y shares, relative to peers as of 11/30/2020. For more information about Lipper Fund Awards from Refinitiv, including methodology please see  Pioneer Fund Lipper Awards Flyer

Refinitiv Lipper Fund Awards United States 2021. ©2021 Refinitiv. All rights reserved. Used under license.

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