Macro Note: What Should We Own, Growth or Value?
Disinflation and Falling Rates Favor Growth Stocks Next Year When to bet on value stocks versus growth stocks has been a topic of interest for investors over the decades. Our portfolio currently favors growth sectors like technology (XLK) and consumer discretionary (XLY), bets on disinflation and falling rates. Value’s outperformance this year (i.e., MSCI USA […]
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