Friday Morning Coffee Nr. 61: Diamonds are Forever

140619 Friday Morning Coffee

Friday Morning Coffee Nr. 61: Diamonds are Forever

Value Investing makes again the headlines and not only in Europe. We indeed saw an increased number of publications lately on the imminent death of value investing. For example, in a detailed research piece titled “The Value Conundrum – Past, Present, Future” that appeared on June 7th, the quant team from JPMorgan gives an update on the current state of the nation in Value-land, analyses the structural headwinds value investing currently faces and suggests what conditions are needed for Value to make a sustained comeback.