Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Joe Biden looks likely to become the President of the United States. As the votes came in the market started to rally, and most notably value stocks outperformed growth markedly. This trend has been boosted by positive news about a potential vaccine from Pfizer. Value investors have taken a lot of pain in recent years, with the trend for growth stocks, technology companies and e-commerce to outperform having accelerated during 2020. In this head-to-head debate, two of our analysts debate whether Biden’s apparent win has broken the ‘growth investing’ spell.
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