Finance & Fury Podcast

Welcome to Finance and Fury. Time for value? Looking at the value rotation occurring within the share market A value rotation is a term used to describe a shift in investment behaviour – where investors start favouring value shares instead of growth shares Previous episode – inflation expectations and what is occurring to bond yields – did an episode a while back on why growth shares have been beating value – however a rotation may be occurring – where value investing may start catching up in performance Value investing – buying undervalued companies based around their intrinsic or book value – essentially involves buying beaten-up or unloved shares Over the past half decade – growth shares have been in high demand – hence they have seen their prices go up – blowing metrics like PE ratios through the roof – but this has left large segments of the market untouched and undervalued compared to their growth counterparts Over the past three months – essentially since the start of the year – the mood of the marke