To decode the growth vs. value debate, Lombard Odier Investment Managers (LOIM) analysed growth, population, productivity and capex across regions.
Florian Ielpo, Head of Macro, Multi asset, at LOIM, highlights the findings in short: “When productivity drives the cycle, it usually benefits growth stocks. Conversely, a cycle driven more by capital expenditure tends to weigh on growth stocks and benefits quality stocks.”
Read the full assessment here.
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