When Bad Things Happen to Good Stocks

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In a down year for markets, you might think high-quality stocks would offer a safe haven. It hasn't happened. Here's why blue-chip stocks are singing the blues this year.

Investing in quality stocks seems like a smart move—but the bet on the blue chips hasn’t paid off lately

A look at the markets shows asset managers are moving money around in ways that suggest they see a recession coming. WSJ’s Dion Rabouin explains what to look for and why they tell us investors are increasingly pricing in a recession. Illustration: David FangIn this year’s market bloodbath, you might think funds with “quality” in their name—and in their holdings—would lose less money.

 

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