Buying Cheap Assets: Finding Them Now - Large-Cap, Value Stocks
#largecap #growthstocks #valuestocks
Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index's total market value, a concentration that worries some market watchers because it is reminiscent of other market tops such as the dot-com bubble when internet stocks made up over 30% of the S&P and the credit bubble when banking stocks reached more than 20%.
With the exception of short-lived spurts value stocks, small-cap stocks and international stocks have badly lagged.
This week's guest believes the days of this concentrated outperformance by large-cap growth stocks are numbered and suggests some underloved and under-owned alternatives. He is financial thought leader, innovator, and investor Robert Arnott, Chairman of the Board of Research Affiliates, which he founded in 2002 as a self-described "research-intensive asset management firm that focuses on innovative products."
Among the innovations that he has pioneered is fundamental indexation: building indexes with stocks based on the size of their fundamentals, such as sales, profits, cash flow, book value, and dividends - not their stock price. Research Affiliates has created numerous fundamental indexes for a wide variety of markets and asset classes around the world.
Arnott will discuss why he believes this long era of U.S. large-cap growth dominance could be coming to an end and what could take its place.
00:00 Hello
00:53 Introduction
03:03 Interview with Robert Arnott
22:43 One Investment
24:46 Action Point
WEALTHTRACK #1811 broadcast on September 10, 2021
More Info:
https://wealthtrack.com/financial-thought-leader-rob-arnott-likes-buying-cheap-assets-where-he-is-finding-them-now/
AGAINST THE GODS: THE REMARKABLE STORY OF RISK
by Peter Bernstein
https://amzn.to/3BURwjX
Видео Buying Cheap Assets: Finding Them Now - Large-Cap, Value Stocks канала WEALTHTRACK
Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index's total market value, a concentration that worries some market watchers because it is reminiscent of other market tops such as the dot-com bubble when internet stocks made up over 30% of the S&P and the credit bubble when banking stocks reached more than 20%.
With the exception of short-lived spurts value stocks, small-cap stocks and international stocks have badly lagged.
This week's guest believes the days of this concentrated outperformance by large-cap growth stocks are numbered and suggests some underloved and under-owned alternatives. He is financial thought leader, innovator, and investor Robert Arnott, Chairman of the Board of Research Affiliates, which he founded in 2002 as a self-described "research-intensive asset management firm that focuses on innovative products."
Among the innovations that he has pioneered is fundamental indexation: building indexes with stocks based on the size of their fundamentals, such as sales, profits, cash flow, book value, and dividends - not their stock price. Research Affiliates has created numerous fundamental indexes for a wide variety of markets and asset classes around the world.
Arnott will discuss why he believes this long era of U.S. large-cap growth dominance could be coming to an end and what could take its place.
00:00 Hello
00:53 Introduction
03:03 Interview with Robert Arnott
22:43 One Investment
24:46 Action Point
WEALTHTRACK #1811 broadcast on September 10, 2021
More Info:
https://wealthtrack.com/financial-thought-leader-rob-arnott-likes-buying-cheap-assets-where-he-is-finding-them-now/
AGAINST THE GODS: THE REMARKABLE STORY OF RISK
by Peter Bernstein
https://amzn.to/3BURwjX
Видео Buying Cheap Assets: Finding Them Now - Large-Cap, Value Stocks канала WEALTHTRACK
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
How to: Re-evaluate Portfolio for a New Era of Higher InflationProtecting Your Investments Amid Heightened Volatility20 Dividend Growth Stocks: Safety, Income, Value and High Return | FAST GraphsSuccessful Investing: Timeless AdviceYou're Retiring. Now What? Retirement Planning: A Reassessment [2022]Value Investor’s Dream Market?How To Make Money During Market SwingsLegendary John Bogle Shares the Investment Lessons of a Lifetime (Historical)Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement [2019]WARNING: Trader Loses $9 Million From $2400 Investment!Best Way to Build Wealth - Resilient Investments, Including GoldUkrainian Invasion: What It Will Mean for the Global EconomyBlackRock Favors Japan StocksWhats the Best Large Cap Value ETF [ SCHV, SPYV, FVAL, JVAL, DSTL, VOOV, ]Higher Inflation & Rates: Seismic Shifts in Financial RisksEconomic Recovery: Massive Problems Ahead [2021]Betting Big on Cryptocurrency & Bitcoin [2022]AVOID These 4 Investing MISTAKES with Vanguard UK | Vanguard Stocks and Shares ISARevealing my ENTIRE $20 Million Dollar Stock Portfolio.