Answering the £1 million question: does the value rally have further to go?

Simon Adler, co-manager of Schroder Global Recovery, sits down with Juliet Schooling Latter to talk about global markets, the value rally and opportunities in this concentrated, unconstrained global value portfolio.

This interview includes:

  • the two things that caused value to be back in favour [0:30]
  • the £1 million question: will it continue? [2:08]
  • what £10k invested into growth vs value in 1926 would give you today [3:25]
  • the diversification of the portfolio [4:48]
  • does energy have further to go? [5:30]
  • is the UK still cheap? [6:%0]
  • which markets are producing “rubies in the rubble” [7:27]
  • opportunities in global pharma [8:38]
  • Citizen Watch: what makes a watch company a value investment? [9:34]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.