Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: buying good businesses that have suffered a temporary blow.

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  • Created by: Ninety One
  • Uploaded: 18th Jul, 2024
  • Tags: NINETY ONE, VALUE, Markets
  • Views: 765