More Than Just a Rotation: A New Era for Value

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Moderator: Caleb Fritz Panelists: John Linehan, Sebastien Mallet, and Sebastien Page

About this talk

Value stocks have outperformed growth stocks since the fourth quarter of 2020, as economic activity resumed amid the rollout of vaccines targeting the novel coronavirus. After a decade-plus of dominance for growth equities, many institutional investors were structurally underweight value, causing some to miss the recent rally. With the tactical “reopening” trade potentially behind us, we believe investors should consider the merits of a long-term allocation to value stocks to potentially benefit from improved returns, enhanced diversification, and exposure to future changes in style leadership. Some of our firm’s most experienced investors share key fundamental and asset allocation considerations on the recent style rotation and what they believe may come next.

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At T. Rowe Price we’re solely focused on providing long-term results for you and your clients. Founded in 1937, we’re an independent investment management firm serving clients in 50 countries across Europe, the Americas, Asia and the Middle East. We opened our UK office in 1979, going on to launch our OEIC Fund Range in 2016. We offer investors a full range of equity and fixed income strategies across multiple asset classes, sectors, styles, and regions.