IUSV - New year brings inflation worries equity correction into view
In the latest money manager survey of buysiders at Seeking Alpha, some unpopular strategies and forecasts arose.After lying dormant for years, value investing reemerged among the strategies many managers expect to outperform in 2021, while fears about inflation and a correction in the equity market also seized sizable mindshare -- topics usually anathema to an outperforming equity market.With equity markets at their highs to close out 2020, it seems reasonable for investors to look elsewhere for returns. The value factor (IUSV) fell 1.3% over the past year, while growth (IUSG) and momentum (MTUM) led the charge, up 31% and 28% respectively. So far so good: in Monday's trading, growth and quality (QUAL) names are the biggest underperformers, leaving value (VTV) relatively unscathed.The buyside investors are far from pessimistic -- in fact, the lion's share expect the equity market to rise in the first half of the year, but the 3rd
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New year brings inflation worries, equity correction into view