style

Jonas Palmqvist

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following the financial crisis, ‘growth’ stocks have clearly been a better option than ‘value’ stocks. The main explanations offered for this is lacklustre global economic... Show More

Mathan Somasundaram

Market outlook: Currency wars, deflation worries, political election cycles and a corporate survival mode will continue to put downward pressure on growth rates and interest rates. We continue to favour an investment strategy with a dominant sustainable yield aspect due to the weak growth outlook. Financials offer the best yield... Show More