The second largest switch from growth to value
In this episode, Mark Winterburn, Julius Baer’s UK Head of Advisory, is joined by Investment Advisor, Greg MacDougal, to discuss the latest news in markets. At the core of their discussion is the market reaction to US election clarity and the successful initial trials for a Covid-19 vaccine, as well as the impact that has on growth and value stocks. Finally, following the recent paper on antitrust regulations from China, they share their views on Chinese equities and the impact that a regulatory clampdown could have on their tech giants.