Value or growth? A balanced portfolio should consider both
11-02-2021 | Webinar de producto
Investors are used to seeing a debate of value or growth as two apparently mutually exclusive investment styles. Growth has had the upper hand by outperforming value for most of the past 12 years. Now, as excitement grows over Covid-19 vaccines providing the key to the end of the pandemic, value stocks have come back into vogue. So, which style should investors choose?
In our latest webinar, two of Robeco’s most senior investors present the case for each side. Duilio Ramallo, Portfolio Manager of Robeco BP US Premium Equity, outlines why he thinks value investing is making a comeback. Jack Neele, Portfolio Manager of Global Consumer Trends Equities, explains how his thematic domain presents opportunities on the growth side.
At the end of the session you will understand:
- How growth and value can work together in a balanced portfolio
- Why it’s good to consider both approaches in the post-Covid-19 era
- The role asset allocation plays over timing
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