Fortunes for Mega- and Small-Cap Stocks Poised to Flip, Bank of America Says

  • 📰 BNNBloomberg
  • ⏱ Reading Time:
  • 36 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 18%
  • Publisher: 50%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

The wind is about to shift for the US stock market, if history is any guide, says Bank of America Corp.

With equities in the “recovery” phase of the business cycle, this year’s laggards — including value and small-capitalization stocks — are primed to outperform, upending the growth, large-cap leadership that has dominated 2023’s bull run, according to strategists led by Savita Subramanian.

Historically, such phases of the cycle have favored financials, industrials, and materials, while utilities, health care and staples have tended to underperform, BofA said. The firm’s model tracks inputs including inflation, gross domestic product forecasts, the 10-year Treasury yield and various manufacturing data.

Bank of America’s view contrasts with that of Morgan Stanley, whose bearish chief US equity strategist Mike Wilson said earlier Monday that investors should focus on a “late-cycle portfolio” of defensive stocks, including industrials, health care and energy. Wilson’s pessimistic view has so far failed to materialize this year after he correctly called 2022’s stock market rout.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 83. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Unveiling the Ethereum elite: Top addresses, market cap and price trendsUnveiling Ethereum's elite addresses – Binance and Grayscale dominate, but their combined wealth pales beside ETH's market cap. Will the bear trend persist?
ソース: CryptoAmb - 🏆 22. / 68 続きを読む »

Tesla supercomputer could boost EV maker's market cap by $600 billion -Morgan Stanley(Reuters) - Tesla's supercomputer, Dojo, to train AI models for autonomous cars could give the electric vehicle maker an
ソース: SaltWire Network - 🏆 45. / 63 続きを読む »