In this webinar, Josh Jones, Portfolio Manager of BP Global Premium Equities, will discuss the case for sustained value outperformance, plus the risk of growth reasserting itself. He will outline how the premium paid for growth stocks became so large, how reliant these styles are on the inflation and interest rate outlook, and how ESG impacts prospective returns to value in areas such as Energy and Materials.
At the end of the session, we will have covered:
The reasons behind the attraction of growth and the comeback of value
How the BP Global Premium Equities is positioned
The outlook for value in the post-Covid world, favored sectors and regions