Chart of the month
16 May 2020 - Growth investment style has outperformed Value investment style by a wide margin since 2015. All the sexy future focused digitalization companies have left the traditional companies such as banks and industrials in the dust.
Stocks are forward looking so the implied message is Growth will grow earnings 6% p.a. towards 2040 and Value will grow 2% in the same time horizon. And Growth is discounted with 5%, while Value is discounted with 8%.
Historical earnings growth for the two groupings is 6.4% for Growth and 4.4% for Value, so if Value is able to pick up pace of earnings growth (unlikely in a recession year, but possible going out of recession) the Growth investors need to pay attention.
Roadmap 2020, roadmap updates and insights
How AI will impact financial markets in 2020s
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Roadmap 2020 update 1Q