The year 2022 is difficult for investors, whether institutional or retail. Because it is placed under the sign of decline, of course, but also because it is hit. Sector rotations are marked, but sometimes only last a few weeks.
Just look at the monthly barometer of Chahine Capital’s styles of values that we publish each month to realize this. Value sectors, which held up very well at the start of the year, suffered in June and July, while growth stocks largely benefited from the rebound in July. From mid-August, the situation turned around again at…
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