Look for this group of stocks to surge when risk aversion fades, says fund manager, who offers five stock ideas

📆 16.03.2022 17:02:00
📰 MarketWatch

⏱ Reading Time:
49 sec. here
2 min. at publisher
📊 Quality Score:
News: 23%
Publisher: 97%

Россия Новости Новости

Россия Последние новости,Россия Последние новости

Risk-averse investors have been shunning small-cap stocks, but look for the clouds to clear soon over this asset class, says a fund manager at Artemis.

China has been talking up its markets, and that’s lifting all boats this morning, with Wall Street poised for a strong start ahead of what’s expected to be the first Fed rate hike in more than three years.

Those worries have fed to losses in particular for the tech heavy Nasdaq Composite COMP and smaller companies RUT . This chart from fund house Artemis shows how valuation multiples of small companies have seen harder hits than large-caps over the last six months. Weldon explains that the market is “extremely polarized” right now, with investors rotating between extremes of value and growth amid a fast-moving inflation and interest-rate debate. He expects stock specifics will become important again, and his cyclical-growth mixed portfolio should do well.

Finally, he likes Pool Corporation POOL , which is a niche provider of pool supplies, giving it an enviable degree of pricing power. “Moreover, during the crisis people used their savings – and filled their time – by installing swimming pools,” said Weldon. Disney DIS employees are calling for walkouts over the next week to protest the company’s response to a Florida’s ‘Don’t Say Gay’ bill.

Мы обобщили эту новость, чтобы вы могли ее быстро прочитать.Если новость вам интересна, вы можете прочитать полный текст здесь Прочитайте больше:

Написать комментарий

. I love❤❤❤ Retoken ❤ ❤ ❤ ❤ ❤ ❤ RET ❤ ❤ ❤ ❤ ❤ ❤

Россия Последние новости, Россия Последние новости

Similar News:Вы также можете прочитать подобные новости, которые мы собрали из других источников новостей

KSAT gets rare look inside H-E-B’s refrigerated warehouse as company looks to hire hundredsH-E-B is providing an economic boost with the expansion of its support center on the Northeast Side, and now the San Antonio-based grocery company is looking to fill hundreds of jobs.
Источник: ksatnews - 🏆 442. / 53 Прочитайте больше »