Value rotation on pause or dead in the water? Goldman, Morgan Stanley debate

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 32 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 16%
  • Publisher: 97%

Business Business Headlines News

Business Business Latest News,Business Business Headlines

Value stocks vs. growth stocks performance in the year ahead -- what's your call?

Value investors have had reason to cheer in recent weeks as inexpensive stocks have outperformed those with faster-growing earnings and sales by a healthy margin.

Goldman Sachs analysts, led by David Kostin, argued in a research note published over the weekend that the recent rotation into growth will appear, in hindsight, to be another in a series of false alarms, because a future slow-but-steady U.S. economy will ultimately play to the favor of growth stocks.

But what if economic growth in the coming quarters will be worse than just middling? Mike Wilson, chief U.S. equity strategist at Morgan Stanley has been predicting that a sharp economic slowdown awaits the U.S. economy as the effects of tax-cut stimulus wains and businesses work off excess inventory and cut costs.

 

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

Cash Stocks

50% in each.

value (and specifically small cap value) should begin to outperform after and extended period of underperformance....

bitcoin

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:

 /  🏆 3. in BUSÄ°NESS

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.

Jefferies recommends Chinese internet stocks amid trade war, sees 'long-term value'Jefferies initiated coverage on 25 Chinese stocks, including Alibaba and Tencent, as it feels market expectations have reset on the sector.
Source: CNBC - 🏆 12. / 72 Read more »