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Commentary

Spectrum, Q1 2022

The Great Rotation 2.0

Filippo Alloatti
Head of Financials
Geir Lode
Head of Global Equities
Martin Todd, CFA
Senior Portfolio Manager
Jonathan Pines, CFA
Head of Asia, ex Japan
Kunjal Gala
Head of Global Emerging Markets
Insight
3 March 2022 |
Active ESG, Impact, Sustainable
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks.
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But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

Spectrum: The Great Rotation 2.0

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