Inflation and tightening monetary policy have combined to benefit value investors in the near term, while an ESG lens may provide long-term opportunities in the US and globally.
Speaking to Investment Week, Aaron Dunn, co-head of value investing at Eaton Vance, said inflation and tight monetary policy will "likely be with us for far longer than appreciated", which may result in a period of "prolonged value investing outperformance". He added that an ESG lens presents a "compelling opportunity" for value investors. Stock Spotlight: Rio Tinto delivers record results but remains an ESG risk "Upward tensions on labour costs will continue as social issues, such as weaker worker productivity and shifting immigration policies impact the business landscape," Dunn ...
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