By Matthias Born, portfolio manager of the Berenberg Europe Focus Fund and Eurozone Focus Fund
‘Pfizer Monday’ on 9 November 2020, when the first news of a successful Covid-19 vaccine was unveiled, kick-started the current style rotation, boosting so-called value names and some cyclicals and punishing hitherto soaring growth stocks. However, rather than jump on the bandwagon long-term growth investors should look at the many oppor...
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