Value’s death was premature and UK should prove to be ‘trade of the decade’
By
Mike Aked
25 May 2021
Last year, the world economy crashed into the most coordinated global recession of the post-war era. Since then, Australia’s remoteness and robust housing market have helped lift it out of recession. Globally, the recovery is being felt differentially across many countries and regions. As a result, a once-in-a-decade opportunity has emerged in the UK investment markets.
We are firmly in a global economic recovery. Our research shows that for the last 50 years, value shares have staged a strong performance, closing the gap with growth shares, during economic recoveries. The expectation now, as economies emerge from a global COVID-induced recession, is that value will continue to outperform.