Rudi: It’s a new bull market and Value stocks are back

It has been one way traffic for nearly a decade in the value vs growth debate, and betting against those growth darlings has been a painful, frustrating and costly experience. Rudi Filapek-Vandyck is a keen observer of share market trends, having set up FNArena in the early 2000s, he has dedicated two decades towards analysing the plethora of sell side research that gets pumped out each year.

As recently as last August Rudi told me that frustrated value investors should expect to remain just that for the foreseeable future. So when I spoke with him earlier this week I was interested to learn that he had changed his view, at least for the rest of 2021. Rudi says that the early signs are pointing to one of the best reporting seasons we are likely to have seen for a long time, dividends are back in a big way and value stocks should continue to enjoy the recent time in the sun. He is also of the view that the pullback experienced in 2020 has kickstarted a new bull market.

In this interview, Rudi talks me through his initial observations for reporting season, why he has turned bullish on value and some of the stocks he will be following closely as reports start to drop.

Видео Rudi: It’s a new bull market and Value stocks are back канала Livewire Markets