James Chen, CMT is an expert trader, investment adviser, and global market strategist. Relative value is a method of determining an asset's worth that takes into account the value of similar assets.

Relative valuation offers the benefit of simplicity in valuing a company, but in this simplicity lies danger. Discover the caveats inherent to this methodology, and see if IBM shares are in fact ...

Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...

The Cohen & Steers Infrastructure Fund has been upgraded to a relative buy due to its solid historical performance and corrected sector valuations. Despite higher interest rates potentially impacting ...

Discover how relative value funds use strategies like pairs trading to exploit mispricings, aiming to exceed benchmarks. Learn with examples and analysis on active fund management.

Rising interest rates have posed challenges for REIT stock prices over the last two years, leading to historically large discounts relative to broader equity markets. However, yields peaking has ...

Charting the outlook for value vs growth stocks + wider stock market implications. Value vs Growth Stocks: new lows, further extremes. (p.s. skip to the end if you just want the bullet point summary + ...