Capital IdeasTM
Investment insights from Capital Group
Portfolio Construction
Nisha Thakrar
- Value’s stubborn underperformance and growth’s unprecedented outperformance over the last decade, is prompting investors to re-examine style investing.
- While history guides investors to ask whether the traditional value-growth rotation cycle has simply extended, the influence of secular changes in driving valuations is hard to ignore.
- Disruptive new forces such as digitisation and the accelerated growth of intangible assets, require a bottom-up approach to understand a company’s true value.
- Looking across value and growth universes to find winners can enable investors to meet their long-term objectives, regardless of whether a rotation is here to stay
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