Is Value Still Relevant?
3 weeks ago
For professional investors only.
Major central banks are in tightening mode and have turned increasingly hawkish, inflation and interest rates are on the rise, and Russia’s invasion of the Ukraine has caused widespread uncertainty for markets. In this short video, Paul Jackson sat down with András Vig to get his thoughts on the potential impact to sector performance and whether his sector preferences have changed at all as a result of these events. András also explains why he highlighted basic resources, technology and travel & leisure in his latest quarterly Strategic Sector Selector report. Keep your eyes peeled for the next Strategic Sector Selector report being published in April!
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
This marketing communication is for discussion purposes only and is exclusively for use by professional investors in the UK. It is not intended for and should not be distributed to, or relied upon, by the public. Data as at 24 February 2021, unless otherwise stated. Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. This material has been issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.