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76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
The Effect of the Financial Crisis on Growth
Growth companies have generally underperformed the more value-orientated parts of markets. As interest rates rise, that process has reversed to some extent. I think as we move forwards in time, I would be trying to focus on being much more agnostic to the factors - say growth versus value. More opportunity for alpha, less simply beta.
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