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Balancing the growth-value rotation and the role of ESG

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Value stocks have seen enormous gains since the fourth quarter of 2020 as the economy began to recover from COVID-19. Meanwhile, some of the biggest names in tech are back as market leaders and seem to show no signs of weakness. Alec Murray, Head of Client Portfolio Management, Equities at Amundi US, shares how to analyze both growth and value opportunities while also incorporating ESG into the investment process.