'Too much debt in system' is likely to make recent value/growth rotation transitory

Lauren Mason
clock • 9 min read

Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however, given strong fundamentals and the fact there is "too much debt in the system" for central banks to upset the applecart.

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