Episode
Could Value Stocks Make a Comeback?
- Published
- Mar 18, 2025
- Duration seconds
- 1232
- Processing state
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- https://disruptive.libsyn.com/could-value-stocks-make-a-comeback
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Summary
As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today's market? On this episode of Disruptive Forces , host Anu Rajakumar is joined by David Levine , Associate Portfolio Manager of the Large-Cap Value Fund at Neuberger Berman. Together, they unpack the shifting dynamics between growth and value investing, explore the evolving opportunity set for US large-cap value equities, and discuss why diversification is more critical than ever This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as…