As $/cnh finds a floor, expect value's outperformance vs growth to wane. Sell Value, Energy and Reflation trades
Has the Growth to Value Rotation has run its course? We Say Yes
Has the Growth to Value Rotation has run its…
Has the Growth to Value Rotation has run its course? We Say Yes
As $/cnh finds a floor, expect value's outperformance vs growth to wane. Sell Value, Energy and Reflation trades