Our upcoming Conference call with professionals, taking place on the 10th of March (16:00h CET) will be discussing the topic ‘Value vs Growth: Is 2021 the year we will see a return of value?‘. During this Conference Call we hope to cover both sides of the value vs. growth argument, how current (and past) macro economic conditions have led to the extended outperformance of so-called growth equities, and if the global recession caused by the COVID-19 pandemic has led to a potential cyclical rotation a return of value. If so, what markets, asset classes, and strategies should investors consider?
We will have 3 investment professionals join us for the roundtable discussion, who will share their expert views on the topic.
Our 3 guests will be:
- Oliver Scharping, Portfolio Manager and Strategic Allocation Committee Member at Bantleon
- Elisabetta Micheli, Senior Analyst and Portfolio Manager at Eurizon
- Christophe Boucher, Head of Quantitative Research and Strategy at ABN AMRO
In order to subscribe to the Conference Call please click below: