GURU News and Press, Global X Guru Index From 05/31/22

MSCI U.S. Growth has underperformed its Value counterpart by 16% in the first 4 months of 2022 and had a tough end to 2021 as well. The fact that growth traps are more painful than value traps is, in one sense, not really a surprise. Value stocks are already companies that investors d...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Post has a very consistent operation base that can at times be muddied by the M&A the business does. The main segments have seen slow growth and consistent margins over the last five years. The business trades at 37x the average five-year EPS and doesn't offer a dividend. ...

MGM initiates robust M&A activity that enhances both its physical and online commercial operations. Expert assessments on the North American Monkeypox outbreak reassure uninterrupted operations of MGM. Its MGM China segment has benefited from a surge in Macau's gaming rev...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...

Shares of Zillow dropped 10% after reporting Q1 results and issuing softer-than-expected guidance for Q2. Decelerating growth in the IMT segment/Premier Agent revenue is a chief concern for investors; Zillow is expecting growth in this segment to flatline in Q2. The slowdown is a ...

Vista has provided us with two updates: its fiscal 2022 performance and its plan to split the company in two. It has performed tremendously in fiscal 2022, delivering 37% revenue gains and outstanding margin expansion to each of its segments. The future is bright. Despite current ...

Imitation is the sincerest form of flattery in life, and investing is no different. Studies show that imitating the top hedge fund managers, often called gurus, can lead to market-beating returns -- and, even better, without the heavy fees that those funds charge. Today we're going to l...