Higher rates provide a second chance to play US value opportunities

Wednesday 13 October 2021

Investment Talks, Amundi Institute

Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.