Global Equities: Value or Growth? Or is there a third way?

Over the course of 2021, the MSCI Growth Index has had a 30% reversal versus the MSCI Value Index. But with half of those gains occurring within around a month, few are likely to have benefited. And today, the valuation of Growth relative to Value has never been higher. As inflation remains persistently high in the face of skyrocketing Covid-19 infection rates and new lockdowns, the performances of these two factors is highly uncertain. Nomura is delighted to invite you join our webinar where our Global Equity team will address the following: • What worked over 2021 and what needs to happen for today’s winners to work in 2022? Is history any guide? • Rather than trying to time when the next reversal between Value and Growth will occur, is there a third way? • When is the best time to add to Quality exposure?