
Aswath Damodaran: Globalization Backlash
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
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In his September 2023 update, Kurt Kara and the team behind the Value Stocks fund provide an update on the US and European economy in particular. There is a particular focus on interest rates and growth in the US and Europe, both of which have given rise to uncertainty in the markets.
In relation to the portfolio, they write:
The largest positive contributors to September’s portfolio returns were the two US companies Cigna Corp and Packaging Corp of America. […] The American company HP Inc. contributed most negatively to portfolio returns in light of the release of weak third-quarter earnings figures, where the full-year estimate was revised downwards. No new companies were added to the portfolio in September, nor were any companies sold off.
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