Is China's Xi the New Mao?
Bloomberg Businessweek
00:00
Is That a Sign of a Top?
I think what's outperforming broadly, value investing is doing a bit better. We're seeing a lot of the rotation out of higher growth sectors and into more value sensitive sectors. One of the portfolios that I co-manage is the Thornburg Investment Income Builder. This is a global multi-asset income-oriented portfolio. It has more of a value bias. The PE on that portfolio is about eight times next year.
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