Berenberg's Born: Lockdown winners will continue to flourish once value rotation ends
Good outlook for e-commerce companies
Matthias Born of Berenberg
Investors will focus on underlying fundamentals once the short-term vaccine trade has run its course, leading a further outperformance of growth through 2021 and beyond, according to Berenberg's Matthias Born.
The value factor continued a decade-long underperformance against its growth counterpart through 2020, as cyclicals felt the effects of global lockdowns brought on by the coronavirus crisis. The MSCI...
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