The recent trend change favoring value over growth is a reflection of a broader shift in the market. In this video, Hans-Kristian Sjöholm, Head of Global Equities and Antti Sivonen, Portfolio Manager discuss the topic of value investing.
The comeback of value investing
Key content:
0:44 After a rocky decade, value stocks seems to be making a comeback. What is behind this?
2:53 How do you see the performance of value versus growth?
4:33 How does the paradigm shift affects the broader economy and company behaviour?
7:05 What steps do investors need to take to make most of the opportunity in value stocks?
