David Herro on Value Catalysts in Global Markets
Catalysts For Value Investing In Today’s Markets
Rising interest rates, inflation, and a prolonged recovery should propel value stocks, says Harris Associates’ David Herro.
Catalysts include:
- Rising interest rates benefit some financials, especially in Europe.
- Prolonged global recovery should lead to sustainable economic growth.
- Valuation differentials between growth and value stocks should close with inflation and higher interest rates.
This material is provided for informational purposes only and should not be construed as investment advice. This material may not be redistributed, published, or reproduced, in whole or in part. The views and opinions expressed are as of September 8, 2021 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.
3850449.1.1