Value stocks have outperformed growth stocks by 12% since Pfizer (PFE:NYSE) announced the first effective Covid-19 vaccine on 9 November 2020. That's comparing the MSCI World Value index against the MSCI World Growth index.We have reason to believe the value investing style could soon deliver even bigger outperformance given the shift in the backdrop from cheap money to more normalised interest ra

On 30 May, investment bank Berenberg published a research note on legal group DWF (DWF) saying it should eventually see a 'significant re-rating' as the company continued to deliver organic growth with improving margins. At the time, the shares traded on five times forecast earnings for the year to April 2024.Eight weeks later, Berenberg's prediction has come true and the shares have gone up more

The idea behind value investing is to buy shares for less than they are worth in the hope they reach their so-called 'fair' value and generate a better than market return.This article explores popular yardsticks used to find value shares, explains how they are used and highlights the advantages and drawbacks.Before starting it is worth bearing in mind that none of the metrics discussed are perfect

There has been a clear shift in the market away from growth companies towards value and the rising interest rate environment makes it likely that trend will continue.However, with some of the more obvious value opportunities already being seized on by investors there is merit in seeking out less obvious bargains and AVI Global Trust (AGT) looks an excellent vehicle for doing so.The investment trus

The old adage is that you should never let a good crisis go to waste and this mantra seems to be being taken seriously by activist investors as we emerge from the worst of the pandemic.Several big UK companies have activists either circling them or they are already on the shareholder register making demands of management. In this article we look at eight different activist situations and give our

In 2021, as we move into the recovery phase of the coronavirus crisis, emerging markets are rebounding sharply. In this article we explore why you should consider investing in this space and the case for looking at some of the less well-explored options alongside the dominant Chinese market.2020 proved a very up and down year for emerging markets (EM), which plunged to record lows in March amid th

There are many options for an investor wanting to put their money to work right around the world.Even if you've narrowed it down and decided to go for an investment trust instead of an open-ended active fund or a passive exchange-traded fund (ETF), choosing the trust for you can still seem a daunting task, particularly when there are 15 of them in the Association of Investment Companies' (AIC) glo

Political and economic turmoil continues to grip the UK. Many investors have been sent running for safer places to stash their cash. Bond markets have soared, gold is close to record highs and money continues to flood out of UK equity funds.UK investors have been struggling to get much bang for their buck ever since the FTSE 100 first cracked the 7,000 ceiling in December 2016. In the near three y

Hayward earnings gain expectedHayward Tyler (HAYT:AIM), manufacturer of industrial pumps and motors, is expected to report (5 Jul) a 23% jump in full year underlying earnings per share. Earnings, should receive a kick from Peter Brotherhood, a steam turbine business acquired from Siemens (SIE:FRA) in November. (WC)Currency manager flags special divsSpecialist currency asset manager Record (REC:AIM

After providing support for the index yesterday (25 Feb) the banks - in the form of Royal Bank of Scotland (RBS) - weighed on the FTSE 100 today but mining stocks came to the rescue with Glencore (GLEN), Rio Tinto (RIO) and BHP Billiton (BLT) all up more than 4%. The FTSE as a whole gains 1.4% to 6096.92.RBS dives 8% to 224.2p after reporting a £2 billion loss in 2015. The lender allocated £3.6

London stocks are trading flat in early trade on Friday following fairly uninspiring sessions in the US and Asia and with remarks from central bankers filling some of the vacuum. The FTSE 100 barely moves, stuck at 6,330, while FTSE 250 midcaps and smaller companies are also similarly unmoved.In an otherwise quiet day for corporate news, Imperial Tobacco (IMT) gains 2.4% to £35.77, and is the FTS

After a slow start to trading on Tuesday London stocks rally into positive territory, though gains remains modest with a blend of falling financial and retail stocks being offset by gains among mining and oil issues. US and Asian markets were lower overnight. The benchmark FTSE 100 index is up around 13 points, 0.17%, at 7,077, having pulled back in yesterday's session from the all-time closing hi

Hefty banking losses fail to cap wider London markets' progress in early trade Tuesday, the benchmark FTSE 100 index nudging 25 points higher to 6,388. Paper group Mondi (MNDI) heads the Footsie leader board, adding 2.4% to £10.11.But the banking sector is today's biggest drag, led by Standard Chartered's (STAN) 8% slump to £10.05, as the Far East-focused bank lowers second half profit guidance

With the FTSE 100 broadly flat early on, as the clock ticks down to Thursday's Scottish referendum, funeral services provider Dignity (DTY) gathers up 35p or 2.4% to £14.67 on news the highly cash-generative company plans to return £54 million or £1 a share to investors. This latest capital return, Dignity's fourth since flotation in 2004, will arise following a proposed refinancing that will s

One way to screen for value investment opportunities is to look at companies whose share prices are trading considerably below lofty highs enjoyed before stock markets around the world crashed in 2008. Most bombed-out stocks will be trading on a low level for a reason but careful research can help you sift out a few golden nuggets.Our in-depth analysis has unearthed six interesting turnaround stoc

Year-to-date, Food Producers occupies a lowly twenty-ninth spot in the FTSE All-Share sector rankings. Rising investor appetite for risk leaves the makers and suppliers of one of life's key essentials comparatively relatively out of favour. While food remains a non-discretionary item of expenditure, food producers are finding the going tough as consumer spending remains under pressure and frugal s

Patient investors might like to take a debut stake in pan-African crops-to-cattle counter Agriterra (AGTA:AIM) ahead of the market share gains expected to drive an eventual move into profits. Rising beef demand in Mozambique and a global cocoa shortage are among the favourable trends that should foster share price upside at the £26.9 million cap.Chaired by former England cricketer Phil Edmonds, A

Our latest Innovation & Growth Investor (IGI) evening was the busiest to date, with dozens forced to stand as a crowd of more than 120 delegates crammed into the theatre at the Novotel, Tower Hill on Bonfire night (5 Nov). Presentations from four Aim-quoted concerns provided more than enough fireworks. Africa-based crop-to-cattle company Agriterra (AGTA:AIM), cancer diagnostics kit developer Angle

FTSE 100 engineer Weir Group (WEIR) slumps 7.6% to £20.85 as it warns full-year profits could be as low as £413 million which is 7% below consensus expectations. The third quarter update from the company, which manufactures pumps and valves, blames the weak performance on delays to mining projects and a slower than forecast recovery in its oil and gas division. These are the two key areas we sai