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Focused growth funds: easy come, easy go
The violent rotations between different investment styles has struck fear into the hearts of investors in growth funds since the end of 2021. With the surprising rise in inflation, investors' focus has shifted away from growth stocks to spurned value stocks.
Europe offers added value with substance ("value") shares
In October 2021, the inflation rate in the U.S. exceeded 6% for the first time in decades; the result was a significant rotation on the stock markets. Inflation fears have erupted and redirected expectations: To curb inflation, central banks would have to completely change their policies, away from low interest rates and generous money supply expansion to rising interest rates.