White Papers Resources from industry thought leaders
A Cogent Case For Value: An Interview with Sam Peters
December 18, 2023 | ClearBridge Investments
Higher interest rates and greater fiscal spending is good for value but is being largely ignored due to the focus on a soft landing.
Key Takeaways
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This new market cycle of higher interest rates and greater fiscal spending is unequivocally good for value but is being largely ignored due to the focus on AI and an economic soft landing.
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We believe the market’s attention on large growth stocks has created an attractive value menu, particularly in energy, insurance and IT hardware manufacturers.
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The relative value of value versus growth is back to all-time highs, suggesting value stocks will have an edge over the cycle and making an investment case for a healthy value allocation.
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