Valuations suggest that equity investors are confident in a steady recovery and a long lasting economic expansion to follow. Risks to this view aside, some think the best way to play this recovery is with a strategy from the classic playbook of being overweight cyclical-value stocks and underweight growth and defensive stocks. But we have been sticking with secular growth stocks and defensives and are likely to do so until at least the election.
Dit artikel verder lezen?
Abonneer en krijg toegang tot Investment Officer Nederland:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreer gratis en krijg toegang tot Investment Officer België:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreren duurt minder dan 1 minuut.
Geen betaalgegevens vereist
