For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.
Author Archive | Jason Orthman and Mark Arnold
High debt, wealth inequality, increasing automation, ageing population, and climate change are among the most significant structural headwinds the global economy faces today. What could this mean for equity investors?
There are more opportunities on offer in the larger and more diverse economies overseas, especially in companies with sizeable untapped market potential and an insulation from normal market forces.