null What’s Next for Value?

What’s Next for Value?

White Paper
July 2021
What’s Next for Value?

Authors & Contributors

William Adams

William Adams

Niall Brennan, CFA

Niall Brennan, CFA

The confluence of firming inflation expectations, higher rates and above-trend GDP growth provide a compelling backdrop for value-oriented securities, particularly those with attractive income characteristics. While it’s always difficult to frame the scale and duration of a style regime shift in the market, topping up allocations to value can provide an inexpensive diversification/insurance benefit to a broad investment plan after such a long period of growth dominance.