76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
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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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