Andreas Wosol

value rotation
Scenari e mercati

The great value rotation and the dividend appeal

We see a continuation of the European value rotation in 2022, as the economic momentum remains supportive and we are entering a regime of more persistent inflation. However, the trajectory will not be linear, but while there might be pauses in this trend we do not anticipate a reversal. Instead, as the value vs. growth discount remains historically high despite the recent performance, we see room for a multi-year rotation, benefitting long-term investors

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