DWS - Fri, 05/03/2024 - 00:57

CIO Special - Growth vs Value

DWS

In a nutshell

  • Growth stocks are currently enjoying a tailwind, driven mainly by the impressive performance of the Magnificent Seven in the U.S.
  • Given that secular trends can generally only be reversed by massive changes in influencing factors, there is still potential for growth stocks, although the risks are also increasing.
  • Diversification considerations clearly favor value stocks in a portfolio context, especially over the long term, and valuations currently appear attractive.    
     

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Insurance asset management connected globally

As a pioneer in insurance asset management, DWS started working with insurance companies in 1929. Trust, knowledge and customized solutions crafted over time are what we deliver insurers.

Our global platform delivers multi-asset investment programs in an insurance context across active and passive fixed-income, equity, alternatives, cash, and sustainable strategies. It is supported by an understanding of the dynamics and complexities of insurance investing in a constrained environment that is subject to state regulations, solvency requirements, rating agency considerations, reporting and accounting standards.

James D. Richard
Head of Insurance Coverage-Americas
james.d.richard@dws.com

dws.com/InsuranceAM
875 Third Avenue
New York, NY 10022

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