The long-awaited rotation from growth to value has arrived. Many market participants believe it to be a longer-term rebalancing within the equity market due to a massive dislocation between the two styles. However, it begs the question if there is still return potential in the value component of the market, will it be coming out of growth or is it a mix of the two?
Murray Winkler and Brian Thomas, co-portfolio managers of the Amplify SCI* Balanced Fund, look at where equity returns will be coming from and how timing style turns can be a tortuous affair.
