Discovering potential

Discover value investing with Invesco

We find value in mispriced opportunities undergoing change.

Valuation investing

Where you’ll find the cheapest and most expensive stock markets in the world

Use our valuation tracker and find out what stock markets look cheap or expensive around the world. Learn from our experts where the opportunities and risks are over the long-term.

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Valuation tracker

How does value investing work?

The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognizes what they’re worth.

Keen to learn more? Then explore our educational materials below, which are accredited for structured CPD by CISI.

Value investing at Invesco

At Invesco we have a host of capabilities that cover both value tracking and active valuation-driven investing. We can therefore cater for a range of investment objectives, from simple value diversification to potential valuation-driven outperformance exposure.

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Frequently asked questions

The concept behind value investing is simple: identify stocks whose value isn’t reflected in the current share price and hold on to them until the broader market recognises what they’re worth.

Valuation-driven investing takes the concept of value investing (holding underappreciated stocks until the broader market recognises their worth) a step further, by taking the future potential of a company into account, in addition to the current business fundamentals. 

Growth stocks have driven equity returns across the world ever since the global financial crisis. However, with persistent inflation and rising interest rates (which typically benefit value stocks), the macroeconomic backdrop is changing, which could favour a value approach.

Passive value investments can offer exposure by tracking an index weighted by fundamental value, as opposed to market cap, which is how indices are typically constructed.

Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

  • Data as at 10th October 2023.

    This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

    Views and opinions are based on current market conditions and are subject to change.

    EMEA3154673/2023