Value vs growth investing uSD strength in forex markets has

USD strength in forex markets has pressured export-oriented growth companies, particularly in tech hardware. Value-heavy domestic sectors remain insulated and have even attracted incremental hedge fund positioning. This currency factor plays a subtle but important role in value vs growth investing frameworks for global asset managers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected] One recent example came with the outbreak of war in Ukraine in 2022, which triggered a huge stock market reaction. That year, the Morningstar US growth index of 25 of the largest American growth firms plunged 36.7 per cent, while its basket of 25 of the largest value stocks (including Berkshire Hathaway) fell just 0.72 per cent. Recent volatility in AI-related equities has shaved 7% from key growth benchmarks, while value indices remain flat-to-up on the month. This resilience stems from lower exposure to speculative earnings projections. In value vs growth investing decisions, stability often outweighs potential exponential but uncertain growth stories.