Fund selectors are warning investors against becoming too entrenched in growth stock positions, at the risk of missing out on the outperformance of value stocks, which are set to benefit from a sharp rotation.
Morningstar data shows the top ten-selling funds in the IA Global sector have a growth bias while the top ten in terms of outflows have a value tilt. Janus Henderson's Bennett: We are 'reaching a crescendo'...
The US dollar is close to peaking and the risks now seem to be on the downside.
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