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Europe 2017: value, large-caps and liquidity

 

Joshua Ausden, Head of Client Investment Strategy, Neptune

2016 was the first year that value stocks outperformed growth in Europe since 2009. Since the onset of large-scale quantitative easing in the US and Europe one of the simplest ways in which active managers could outperform was investing in quality growth as a style. But the cycle has now turned, explains Joshua Ausden.

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