Analysis: Fund managers see value, cyclical stocks running further despite slow U.S. jobs recovery

Instead, those fund managers say that they are continuing to rotate into value and cyclical stocks - whose fortunes are closely tied to economic conditions - in anticipation that the economic recovery will be longer and more gradual than originally anticipated.

The transition between the stay-at-home economy and a full reopening will likely take at least a year, leaving value stocks more attractive than technology shares over that time, said Barry James, a portfolio manager at James Investment Research, who remains underweight in technology.

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Источник: Forbes - 🏆 394. / 53 Прочитайте больше »