Why we think it’s too early to be cautious on equities
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Why we think it’s too early to be cautious on equities
Macro outlook | February 2021
Value stocks outperformed momentum by almost 30% in November, but then gave back a third of this by the beginning of 2021 (Figure 1). Is the Georgia vote and Democrat win in the Senate the catalyst that reverses this? US investors did not think Senate control would switch to the Democrats, yet former president Donald Trump alienated centrist votes with allegations of stolen …
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Uw succes is onze prioriteit
Miljoenen mensen wereldwijd laten het beheer van hun belegging aan ons over. Particuliere, professionele en institutionele beleggers vertrouwen in totaal 447 miljard euro (per 31 december 2020) aan ons toe. Wij stellen alles in het werk om consistent de financiële behoeften en doelstellingen van onze cliënten te vervullen. Uw succes is onze prioriteit.
Prosper van Zanten
Head of Benelux Distribution
Tel: +31 (0)2 262 4022
Website:www.columbiathreadneedle.com/nl
LinkedIn:Threadneedle Investments
Twitter:@CTinvest_EMEA
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