BFM Podcast

Value vs Growth, A Bit Of Both

Tan KW
Publish date: Fri, 13 Nov 2020, 02:33 PM

Patrick Chang, Chief Investment Officer for ASEAN Equities, Principal Asset Management

13-Nov-20 09:17

Value vs Growth, A Bit Of Both

With a vaccine in sight, rotation was the name of the game as investors shifted into cyclicals, selling down the winners of this pandemic like work from home and technology stocks. Patrick Chang, Chief Investment Officer for ASEAN Equities at Principal Asset Management, gives us his views on what investment strategy works best while reminding us that a vaccine is no silver bullet.

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