Eyeing the value rotation through a sector lens

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