Re-rotation to Quality and Growth
While some thought that Value stocks would continue their rally through the end of the year, April proved them wrong. But was April’s rotation to Growth / Quality a road bump along the way, or the start of a full-on rotation away from Value?
April’s report uncovers:
• Which sub-factors did well and not-so-well in the US, Europe, Emerging Markets and Australia;
• The one region that did not experience a rotation from Value;
• The re-emergence of realized (not forecasted) Growth, and the important of Quality.
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