In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our institutional service.
Covered in the video is the outlook for US Value vs Growth Equities, specifically:
-trends in relative performance (price and total return)
-valuation shifts (relative value of value)
-sector representation and the big sector winners and losers
-a focus on energy and financials
-an overview of the catalysts for a turn in value vs growth
Let me know what you think in the YouTube video comments section, I'd love to hear your take and indeed your feedback on both the video, charts, and conclusions.
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