PRESS ROOM
Value continues to outpace growth so far this year
Friday 11th February '22
Growth stocks pulled back sharply in January as markets priced in multiple interest rate increases from the US Federal Reserve this year. Value, in contrast, has been relatively shielded with lower duration stocks, i.e., stocks with more weighty cash flows now (as opposed to later), being in demand. Investors are particularly looking at dividend paying companies. The urge to rotate towards bonds in periods of rising rates is reduced when investors can get a yield from their equity exposures.