Piergaetano Iaccarino | Asset Management https://www.newassetmanagement.it/tag/piergaetano-iaccarino/ Tutte le news sui mercati e gli investimenti Tue, 15 Feb 2022 11:38:11 +0000 it-IT hourly 1 https://wordpress.org/?v=7.0.1 https://www.newassetmanagement.it/wp-content/uploads/2021/12/cropped-AM-logo-ridotto-32x32.jpg Piergaetano Iaccarino | Asset Management https://www.newassetmanagement.it/tag/piergaetano-iaccarino/ 32 32 The great value rotation and the dividend appeal https://www.newassetmanagement.it/the-great-value-rotation-and-the-dividend-appeal/ Tue, 15 Feb 2022 11:37:51 +0000 https://www.newassetmanagement.it/?p=13896 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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