And what about the rotation from growth to value? “Just look at the reaction of growth stocks to recent favourable inflation data out of the US and UK,” Heaven says, “we have seen the share prices of many of our sustainably-focused businesses bounce”.
As inflation looks to be on a downward trend, leading to predictions of a peak in interest rates, that bounce could be a longer-term one for the overwhelmingly growth-focused sustainable sector.
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Darius McDermott is managing director of Chelsea Financial Services and FundCalibre
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