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We’re nowhere near an equilibrium between growth and value yet

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Manage episode 345089803 series 2511131
Indhold leveret af Robeco. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Robeco eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Value has proven over the past two years that it’s not dead, after all. The rotation away from growth stocks towards value that started in November 2020 continues. But it’s been in fits and starts. And, let’s face it, the market mood now is tense, fickle and unsure. Will it be smooth sailing for value strategies from here onwards? Jay Feeney is CEO and CIO of Boston Partners, the US-based investment house focused on fundamentally driven value investing.

  continue reading

70 episoder

Artwork
iconDel
 
Manage episode 345089803 series 2511131
Indhold leveret af Robeco. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Robeco eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Value has proven over the past two years that it’s not dead, after all. The rotation away from growth stocks towards value that started in November 2020 continues. But it’s been in fits and starts. And, let’s face it, the market mood now is tense, fickle and unsure. Will it be smooth sailing for value strategies from here onwards? Jay Feeney is CEO and CIO of Boston Partners, the US-based investment house focused on fundamentally driven value investing.

  continue reading

70 episoder

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