Value investing in a volatile world: What the numbers are telling us
- PROFESSIONAL INVESTORS
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- 11.06.26
With trade tensions, geopolitical stress and AI-driven disruption continuing to unsettle global markets, many advisers are reassessing how portfolios are positioned. This new piece from AllianceBernstein makes a timely case for taking a closer look at value equities.
The article examines why value stocks have held up relatively well since early 2025 — a period marked by significant market turbulence — and explores three key factors that may help explain that resilience. These include the growing relevance of asset-heavy businesses in an AI-driven infrastructure buildout, the renewed appeal of shorter-duration cash flows at a time when long-term earnings forecasts are harder to underwrite, and the importance of disciplined security selection in identifying genuinely mispriced stocks.
For advisers with clients whose portfolios may have become concentrated in growth-oriented holdings in recent years, this is a considered, research-backed perspective on how value equities may serve a complementary role — particularly in an environment where uncertainty looks set to remain elevated.
