MacQuarie Research: Is it The End of Value Rally?

June 20, 2021

1 minute read

Key points

• As inflationary expectations subsided, growth and quality regained an edge.
• We have already passed the peak of monetary, fiscal, and cyclical upswing.
• A contained and/or declining inflation will favour QSG and Thematics.

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MacQuarie Research: Is it The End of Value Rally?

Key points

Get Aa's Actionable Analysis

Notes from the Trading Desk – Europe

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