Carillon Tower Advisors: Value and Growth Can do Well Together

The video discusses the dynamics between value and growth in the market, highlighting opportunities in both areas. It explores the semiconductor and IT sectors, emphasizing their potential for sustainable growth. The impact of global economic reopening, particularly in Asia and Europe, is examined, with a focus on Japan's vaccination efforts. The video also analyzes the US dollar's influence on emerging markets and commodities, noting potential volatility and investor sentiment.

What are the key factors influencing the performance of growth versus value investments?

How does the current state of the semiconductor industry present opportunities for investors?

What role does the reopening of economies play in the performance of payments processors?

In what ways could Japan's vaccination campaign impact its economic growth?

How might fluctuations in the US dollar affect emerging market economies?