The Duration of Value and Growth

GMO
By April 6, 2021 16:13

The Duration of Value and Growth

The Duration of Value and Growth

Over the last few weeks, we have seen a rise in bond yields alongside an outperformance in global value stocks relative to growth stocks. While we at GMO have certainly been happy to see some recovery in value stocks (and we are confident that this recovery has much further to run), the moves have only reinforced a narrative that has been gaining ground in …

GMO
By April 6, 2021 16:13

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