Equity Analyzer
Special Report
Gulliver In The Land Of Giants: Revisiting Market Concentration And Growth Vs Value
The YTD market rally was driven by outperformance of high-quality growth stocks which offer protection in uncertain times. As growth continues to slow, high-quality growth stocks should continue to do well. Hence, we are moving to overweight Growth vs. Value.
BCA Research | US Equity Strategy
US Equity Strategy and Equity Analyzer.
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