How Far Are We in This Value Rotation?

T. Rowe Price
By July 21, 2021 12:45

How Far Are We in This Value Rotation?

KEY INSIGHTS

  • The value style of investing “caught a bid” after encouraging vaccine news from Pfizer last November. Since then, the value style dramatically outperformed the growth style.
  • This came after a decade of underperformance. The extreme divergence in performance between the two styles before this rotation suggests it was long overdue.
  • Our quantitative analysis suggests the value rotation may continue for another six to 12 months. We maintain an overweight to value within our multi‑asset portfolios. 

Asset Manager

Invest with confidence

T. Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. We offer a broad range of equity, fixed income and multi-asset strategies across multiple asset classes, regions, capitalisations, sectors and styles.

Website:www.troweprice.com

Michel van Mazijk
Relationship Manager
Tel: +31 20 333 6202
michel.van.mazijk@troweprice.com

Manon Savelkouls
Relationship Manager
Tel: +31 20 333 6208
manon.savelkouls@troweprice.com

T. Rowe Price
By July 21, 2021 12:45

SEARCH