We’ve written extensively of late on the apparent rotation in performance from growth stocks to value stocks, and how investors might surf this wave.
Until recently global growth stocks have had a good run relative to value stocks, outperforming by 7.6% on an annualized basis over the 10 years ending September 30, 2020. But the trend reversed in Q4 2020, and global value stocks have since outpaced growth stocks considerably. The about-face has many investors wondering whether the style rotation is here to stay—and if so, what to consider when it comes to their portfolios.
A long-awaited rotation
You can now read the full blog post at the link below