Thu Nov 18 UTC (9 days ago)
In your timezone (EST): Thu Nov 18 9:00am - Thu Nov 18 12:00pm
Equity investing is often viewed through the lens of the growth vs value debate. More recently, however, concepts that are often overlooked such as earnings acceleration have re-emerged as alternative ways to diversify and grow investment portfolios. A lack of evidence and discussion around this approach means that much is to be explored in regards to its practical benefits and its place within a pension scheme’s investment strategy.
The need to move beyond the growth vs value debate has been widely acknowledged by those who consider the dichotomy to be either stringent or outdated. This is particularly relevant now, in an uncertain post-pandemic climate where investors are faced with a hard to predict market. Does growth vs value continue to provide a relevant lens for investment decisions? Can other approaches such as that of earnings acceleration provide a viable alternative that is both durable and profitable across market cycles? How would such an approach fit within traditional investment portfolios?
Senior Partner, Lane Clark & Peacock LLP
Head of Responsible Investment and Asset Allocation, Coal Pension Trustees
Vice President, Senior Investment Director, American Century Investments
Associate and Senior Manager Research Analyst, Barnett Waddingham
• American Century Investments