Investing for the future: stock market strategy, Savita Subramanian

  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 43 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 20%
  • Publisher: 51%

Business News News

BofA's US stock chief highlights a 'tremendous opportunity' that's opened up for investors, and explains the adjustment they should make to enjoy stronger returns

Market volatility is up as investors try to assess the trajectories of inflation and interest rates.She says there is a great deal of opportunity for investors who focus on company fundamentals.

"One reason we're in such a roiling environment is, I think, instead of paying attention to fundamentals, investors are paying more attention to macro," she said."We've all been trained to ignore fundamentals and just pay attention to Fed speak, central banks, and then also pay attention to what quants are doing to extend any momentum."

"Despite the fact that energy has had a two-year streak of beating the market and tech having had one of its worst years ever, the average long-only mutual fund is now overweight tech and underweight energy," Subramanian said. Investors who've become used to buying and selling shifting positions based on macro factors and interest rates should get back in the habit of evaluating companies based on earnings, dividends, and cash flows, she suggested.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

Muhahahahahaha!!! Yeah okay 👌🏼

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 729. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

European stocks lower; contagion fears hit banking sector hard By Investing.com⚠️BREAKING: *GLOBAL STOCKS ERASE GAINS, RESUME SELLOFF AS CONTAGION FEARS HIT BANKING SECTOR Don't joke about the economy with interest. Whether interest rates are low or high, the economy crashes and companies go bankrupt. unemployment is rising, poverty is rising. Do not rely on interest. Interest is the enemy of the economy The time of extreme fear is now.
Source: Investingcom - 🏆 450. / 53 Read more »