Covid vaccine - Growth-Value rotation is back on

Equities were already priced for a vaccine, but the certainty of an effective one should limit downside risks in the near term.

  • We upgrade our equity market view to neutral on Covid-19 vaccine data
  • EPS downside risk reduced, but rising yields should lead to lower p/e
  • Growth-to-Value rotation back on, making future gains more sustainable

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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