As investors look ahead to a time when the pandemic will be over, Ed Smith and Sanjiv Tumkur, our respective heads of asset allocation and equity research, question whether equity markets are in the midst of a great rotation from ‘growth’ to ‘value’.
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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