Charting “The Great Rotation” – Growth vs Value
21Aug2020
This is important. The battle between Growth and Value investors is perpetual, and if you want to maximise your investment returns over longer periods you need to be on the right side of it. Since 2008 Growth, led by tech, has been the massive winner. But we need to know when this changes. In this blog we chart what is happening right now, and will update this regularly to catch that rotation – because the extra growth will be substantial, as could be the losses on the other side if you do not move with this rotation.
By Brian Dennehy
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Investment research