Our strategy of averaging into Value-style equities may be starting to pay off. The revival of confidence in the US economic recovery after a solid jobs report and yet another quarter of surprisingly strong US and European corporate earnings have led to a recovery in bond yields. Although the resurgence of COVID-19 worldwide remains a concern, we see the renewed confidence as a catalyst for global Value-style equities, regions and sectors.
Speakers:
For more of our latest market insights, visit Market views on-the-go.