Going up? The value of ‘Value’ in a time of rising inflation expectations

Value equities tend to do well when prices rise. However, you don’t need to forecast inflation correctly for a well-constructed value allocation to be a useful addition to a portfolio.

8 feb 2021

11 minutes

Alessandro Dicorrado
Steve Woolley
Head of Research – Value

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.