See More Value in Equities Going Into Year End: Carmignac’s Thozet

The video discusses market trends from the end of 2019 into 2020, focusing on equities and fixed income. It highlights the distributed bull market and the value seen in equities due to technical factors and liquidity injections by central banks. The video also explores the ongoing debate between value and growth investments, noting the underperformance of value stocks and the conditions needed for their potential comeback.

As 2019 ends and 2020 begins, which market is expected to show more value according to the transcript?

• Real Estate

• Fixed Income

• Equities

• Commodities

What has been the trend in bond markets compared to equity markets?

• Negative outflows in bond markets

• Equal outflows in both markets

• Significant inflows in bond markets

• Stable flows in both markets

What role do central banks play in the current market environment?

• They are maintaining liquidity levels

• They are withdrawing from the market

• They are injecting liquidity

• They are reducing liquidity

What is a key factor that needs to change for value stocks to outperform growth stocks?

• Increased fiscal tightening

• Higher interest rates

• A steepening yield curve

• A stronger dollar

What has been the recent performance trend of value stocks compared to growth stocks?

• Both have performed equally well

• Growth stocks have underperformed

• Value stocks have outperformed

• Value stocks have underperformed