Schroders: Value rotation still dominates discussions - but too early to talk about greater shift

The asset manager's head of Nordic operations tells AMWatch about three prevalent themes in the investment space, touching upon whether the recent shift from growth to value stocks is a long-term trend, also mentioning Schroder's Nordic plans for impact specialist Blueorchard.

Henrik Jonsson has been at Schroders for three years but has 20 years of experience with US giant Fidelity. Four of those years were as the institutional sales director in Stockholm. | Photo: PR / Schroders

Last year's stock market recovery after the initial short-term crash due to the pandemic was heavily beneficial for growth stocks in the tech industry. However, things haven't been as smooth at the beginning of 2021 and a current trend is investors discussing whether they should reduce exposure to growth and allocate more in favor of value companies.

This is at least apparent among Nordic institutional investors, Schroders Investment Management's Head of Nordics, Henrik Jonsson, tells AMWatch.

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