PIMCO Consumer Staples Equities

Equities: Finding the Path to Value?

Equities: Finding the Path to Value? by Virginie Maisonneuve, Anne Gudefin

  • Going forward, earnings growth and stock selection – more than multiple expansion and beta – will likely play a bigger role in driving positive returns.
  • Our research has uncovered numerous examples of stocks trading below our estimate of intrinsic value – notably in Europe and various special situations.
  • Investors with the capacity for deep, fundamental research and a long-term unconstrained equity strategy may be positioned to capitalize on these opportunities.

Investors are understandably apprehensive about equity valuations. On a total return basis, the . . .


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