and an impending economic reopening weigh on investors' minds and threaten to upend the market's order perhaps more quickly than some expected., the large-cap growth stocks that rule the tech sector and the broader market won't be hitting a floor just yet.
by year-end . That is the point, she said, where asset allocators will start moving out of stocks — particularly growth stocks — and into bonds. She said valuations of growth stocks should drop 10% or more, while valuations of value stocks should rise 10% or more.. She said that there is an"extreme level of overweight positioning" from long-only fund managers.
She added that positioning, combined with the disparity in valuation between growth and value, provided a unique opportunity for investors.