Sustainability. We mean it.

Spectrum, Q1 2022

The Great Rotation 2.0

3 March 2022 |
Active ESGImpactSustainable
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.
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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