Kempen's Treon on Trading the Rotation

Which investment type has generally outperformed over the last century?

• Tech

• Value

• Small-cap

• Growth

What factor has contributed to the recent favoring of growth companies?

• Low interest rates

• Rising commodity prices

• High inflation rates

• Increased government spending

Following the Biden win and vaccine news, which index saw a significant rise?

• S&P 500

• Dow Jones

• Russell 2000

• FTSE 100

What is a key challenge in volatile markets according to the transcript?

• Managing inflation

• Identifying growth opportunities

• Predicting interest rate changes

• Defining safety

How has the perception of safety in investments changed recently?

• Safety is now associated with government bonds

• Safety is now associated with big tech stocks

• Safety is now associated with emerging markets

• Safety is now associated with small-cap stocks