Manage episode 292406839 series 2530082
Today's slide deck: https://bit.ly/3hoKYmO -
Today Head of Quant and Equity Strategy Peter Garnry offers perspective on what has happened over the last few months with stocks linked to the "green transformation" of our economy, which have collapsed relative to the broader market and relative to black energy companies since their spectacular run-up in recent years, particularly from the depths of the Covid outbreak panic. We also engage in a discussion on whether this marks the beginning of a comeback for value-style investing after decades of wandering in the desert for value investors and whether there are parallels with this cycle to the 1999-2002 market cycle for the broader market. Hosting the pod is John J. Hardy.
Intro and outro music by AShamaluevMusic