"The final thing I would say is this rotation out of value and into growth," Davi said. "We're starting to see energy ETFs [with] $8 billion of outflows. And broad-based tech, not a lot of inflows relative to the move."
But as the dust settles on debt ceiling negotiations and investors await catalysts for the months ahead, Dave Mazza, chief strategy officer at Roundhill Investments, defines 2023 as the year of the "haves and have-nots market." He explained that artificial intelligence was the obvious "have" factor this year. Trends of growth stocks outpacing value, the technology sector trouncing energy and the outperformance of semiconductors are other examples.
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