John Bennett, Director of European Equities, discusses why investors should not take a binary view on the value/growth debate and explains why he thinks the worst is yet to come for financial markets.

Key Takeaways

• We expect value stocks to have the upper hand on growth stocks as the cost of money continues to rise, putting pressure on hypergrowth-style businesses. However, it is important to choose wisely, even in the value space.
• With a bear market taking hold, we anticipate a rocky road ahead for consumers. For this reason, we think it is important to dial down exposure to sectors that may be affected by a drop in consumer spending.
• While many investors follow the money, we choose to go where capital is starved. This includes energy, resources and agriculture.

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