Value/Quality rivalry and the 2022 playbook

Already off to a rocky start, the coming year promises to keep investors fixated on central-bank signals and the fight to contain Covid-19. We’d look to the power struggle between Value and Quality factors in the early stages of the post-lockdown recovery for clues on what may lie ahead.

As covered in our recent webinar, the year began with a powerful rotation into riskier stocks, led by Value and other cyclically sensitive factors viewed as prime beneficiaries of a reflating economy, and away from pandemic winners of 2020, notably in Quality.

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