In uncertain times, investors often question the best approach for their portfolio. The debate between investing in growth or value often comes up during uncertainty, particularly when certain aspects of growth investing may directly benefit from market volatility.
Kanish Chugh, Head of Distribution for ETF Securities, spoke to Tom Schubert, Managing Partner and Portfolio Manager and Alex Cathcart, Portfolio Manager, from Drummond Capital Partners, about growth and value investing in the current uncertain market environment.
The market outlook
Drummond Capital Partners have developed three potential scenarios for the future, each dependent on whether certain events occur.
Mr Cathcart says, “It has a lot to do with the interaction between fiscal and monetary policy, and what that means for the path of debt, both household and government, and ultimately what it means for inflation.”