Analyst Insight: Technology, Communications and Utilities Q&A
In this edition of Analyst Insights, Cathy Lloyd updates us on how the pandemic has shaped the Technology, Communication Services, and Utilities sectors and what she’s looking for when evaluating investment opportunities.
June 30, 2021 Quarterly Letter
With growth stocks having reasserted themselves as interest rates trended lower during the second quarter, some naysayers are already predicting the end of this value cycle. I couldn’t disagree more. For one, I continue to believe that bond yields have separated from reality due to price manipulation on behalf of central banks at home and abroad.
Value: Has the Outperformance Only Just Begun?
Value: Has Outperformance Only Just Begun? In this edition of Poplar Forest Insights, we discuss why now may be an opportune time to rebalance portfolios towards value strategies.