The great rotation: Will short duration and cyclicality prosper in European markets?

Ever since then investors appear to be grappling with the idea of whether or not this will be sustained or short-lived rotation. Four months have passed since the announcement and at the time of writing, 'value' as a factor has indeed outperformed 'growth' and 'quality' - though not in a straight line. It can be best described as a tug of war.  IW Long Reads: The commodities 'supercycle' - Is a climate change revolution fuelling optimism for markets? For us, as valuation focused investors, factors, in reality, do not matter that much. Yes, our European equity fund range continues t...