Value stocks and value cyclicals could be big winners regardless of what the S&P 500 does For the next few months, the S&P 500 will trade with an embedded fiscal “option” as valuations are back to “fair” and without any fiscal policy changes from President Trump over the next few months, the market looks expensive that’s according to a new equity research note from analysts at Barclays. At the beginning of March, Barclays’ US equity analysts estimated that the upside case for the S&P 500 is 300 points assuming a 25% corporate tax rate, no border adjustment tax and a…
Barclays: Even If Trump Fails These Value Stocks Will Outperform
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk