US Large Cap Value Equity – Performance, positioning and outlook

Presented by

Eric Papesh

About this talk

Sustained hopes for a global economic recovery in a COVID-off environment, expectations for higher inflation and pockets of extreme asset valuation levels have prompted some investors to call a market leadership rotation from growth to value stocks. It is always hard to determine exactly what causes a cycle to flip, but given the current valuation disparities, we do believe cyclical areas of the market have room to run in the short to intermediate term. Please join Eric Papesh, portfolio specialist, on 19 May at 10:00am BST / 11:00am CET, as he assesses these dynamics and the implications for US equity investors. Specifically, he’ll discuss the outlook for our US Large Cap Value Equity Strategy, reviewing recent performance and current positioning.

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