Insights Webinar

Webinar Replay: More Than Just a Rotation, A New Era for Value

May 27 2021

Value stocks have outperformed growth stocks since the fourth quarter of 2020, as economic activity resumed amid the rollout of vaccines targeting the novel coronavirus. On May 27th, our firm's most experienced investors shared key fundamental and asset allocation considerations on the recent style rotation and what they believe may come next.

Value stocks have outperformed growth stocks since the fourth quarter of 2020, as economic activity resumed amid the rollout of vaccines targeting the novel coronavirus. After a decade-plus of dominance for growth equities, many institutional investors were structurally underweight value, causing some to miss the recent rally. With the tactical "reopening" trade potentially behind us, we believe investors should consider the merits of a long-term allocation to value stocks to potentially benefit from improved returns, enhanced diversification, and exposure to future changes in style leadership. On May 27th, our firm's most experienced investors as they shared key fundamental and asset allocation considerations on the recent style rotation and what they believe may come next.

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Important Information

This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action.

This information is not intended to reflect a current or past recommendation concerning investments, investment strategies, or account types, advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The opinions and commentary provided do not take into account the investment objectives or financial situation of any particular investor or class of investor. Please consider your own circumstances before making an investment decision.

The views contained herein are those of the authors as of May 27, 2021 and are subject to change without notice; these views may differ from those of other T. Rowe Price associates.

Past performance is not a reliable indicator of future performance. All investments are subject to market risk, including the possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.

T. Rowe Price Investment Services, Inc. Distributor

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