9th July 2020
Columbia Threadneedle: Investment style rotations - growth versus value
How the 2020s could be similar to the last decade with low growth, inflation and interest rates; and how quality should outperform value in this environment.
How the 2020s could be similar to the last decade with low growth, inflation and interest rates; and how quality should outperform value in this environment.
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
What is your assessment of the macro economic backdrop?
Growing fears of more persistent inflation led to correlated declines in both equity and fixed income markets in September. What’s driving the inflationary pressures and what can we expect as we head into year end? Investment Specialist, Kirsty Clark reviews recent market performance and the current economic backdrop.
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