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In 2022, Institutions: Abandon Technology, Embrace Value!

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More and more institutions have reached a "consensus" on raising interest rates in March. $Goldman Sachs(GS)$,$JPMorgan Chase(JPM)$Economists said after the release of non-agricultural data on Friday: We now expect the first rate hike to occur in March and then increase it quarterly, Raise interest rates four times a year. $Blackstone Group LP(BX)$The group also predicts: The Fed will raise interest rates four times in 2022. Some analysts believe that: Tech stocks are seen as sensitive to rising yields because increased debt costs can hinder their growth and can make their future cash flows appear less valuable. Therefore,Speculative tech stocks are being destroyed. So we saw the tech-heavy $NASDAQ(.IXIC)$ sold off more than 3% last week, underperforming the $S&P 500(.SPX)$, which dipped 1% during the same period. In this regard, the institutions have temporarily reached a consensus-Abandon technology stocks and embrace value stocks! $UBS Group AG(UBS)$Investment director Solita Marcelli said: As the Fed begins to normalize its policies, it is logical that the stocks of growth companies will face the strongest resistance. In the US stock market, we favor value stocks over growth stocks. $Morgan Stanley(MS)$Analysts said: We think the fascination with value and growth stocks will start to fade as special risk becomes key. $Bank of America(BAC)$: Most value stocks are not expensive and at a low level. If the epidemic is contained, value stocks may outperform growth stocks; Moreover, the Fed's interest rate hike cycle is beneficial to value stocks. $JPMorgan Chase(JPM)$: Cyclical assets and value stocks will outperform the market, while market segments benefiting from the epidemic will encounter headwinds. $Goldman Sachs(GS)$: Buy high-growth, high-profit value stocks, while avoiding companies with high labor costs and companies with high growth but no money. By the way, value stocks generally refer to: Energy, finance, real estate and so on.Their industry is large in scale and mature in development. Generally speaking, it has the characteristics of low P/E ratio, P/B ratio and high dividend. Below are iShares Russell 2000 Value ETF $(IWN)$, iShares Russell 2000 Growth ETF$( IWO)$, Vanguard S&P 500 Growth Index Fund ETF$(VOOG)$, Vanguard S&P 500 Value ETF$(VOOV)$‘s 5 year performance CHART Chart Made by Trading View I Would you like to encourage you check each ETF’s holdings and get more acknowledge of growth and value stocks. Finally, let's talk: What do you think of "abandoning technology stocks and embracing value stocks!" The point of view? Wonderful message users can get 888 community points! $Apple(AAPL)$$Tesla Motors(TSLA)$$AMD (AMD) $$U.S. Steel(X)$$Amazon.com(AMZN)$
In 2022, Institutions: Abandon Technology, Embrace Value!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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