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 MSCI World Index has nearly doubled…
Equities: Finding the Path to Value?
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