High valuations in growth stocks and low bond yields have made value stocks more attractive as the next economic cycle gets underway, says Sandi Bragar, managing director at $12 billion wealth manager Aspiriant.
But according to Sandi Bragar — managing director at $12 billion wealth manager Aspiriant — growth stocks may have had their day, at least in her portfolio. "We're really tilting toward value, and we're doing that because the stock market is really overvalued and it's really been led by the six super stocks, the FAANG+Microsoft," she said. "And so the tilt toward value is our attempt to buy low in this market."
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