20th April 2021
T. Rowe Price: Why secular growth has enduring appeal
Some of the best large?cap growth stories have often contained multiple chapters.
Key insights
- The shift in market leadership from growth to value may persist but should not preclude certain quality growth stocks from performing well, in our view.
- We focus on identifying opportunities where we think the market undervalues the potential durability of a company’s growth story.
- E?commerce is an area where we see secular tailwinds and options for well?positioned companies to expand into adjacent business lines.
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