Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
However, growth versus value argument is not as clear cut as it once was
As the stock market re-kindles its love of growth
Labels such as value, growth and quality lack nuance
Large-cap and tech reigned supreme during the pandemic, meaning some areas have been neglected
And which assets will be most affected?
‘Government bonds, in theory a port in a storm, have provided no shelter’
Airlines, energy, banks and insurance the strongest performers of the past four months
‘Areas such as oils and miners are starting to perform strongly’ says AJ Bell head of active portfolios
Emerging markets and small caps predicted to outperform large caps and developed markets
The investment process ‘seems simple and sensible’ but ‘it is much easier to say than do in practice’
Schroders’ Stuart Podmore gives the lowdown on the psychology behind emotion-driven investor behaviour.
Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?