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Value’s comeback: What drove it – and will it last?
Автор: Maple-Brown Abbott
Загружено: 2026-01-05
Просмотров: 42
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After a turbulent 2025, value stocks staged a strong rebound in the second half of the year. But what sparked this shift – and can it continue into 2026?
In his latest video, Dougal Maple-Brown sits down with Dean McLelland, CFA to unpack:
✅ Why some valuations stretched like a rubber band – and snapped
✅ How market darlings like CBA, Wesfarmers, and CSL have repriced
✅ The role interest rates may play in shaping next year’s returns
Our outlook for FY2026? Let’s just say it’s not all smooth sailing – but there are opportunities for those positioned well.
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