Randy Lert
Randy Lert
based begun believe bullish damage economic economy expect fed growth inflict investment managers raising rates resilient stocks stop swing value ways
U.S. investment managers are bullish on large-cap growth based on what they know, what they believe and what they expect. Managers know that the economy has been resilient through some challenging times, they believe that the long-awaited swing from value to growth stocks has begun and still has some ways to go, and they expect the Fed to stop raising rates before short-term rates inflict any significant damage to economic growth.
attractive below bonds cash current fixed income longer maturity ratio remain treasury yield yields
The risk-reward ratio for longer maturity fixed income is just not attractive with the current yield curve. Cash yields are now up to more than 4% and longer-term treasury bonds yields remain below 5%.
banks believe cycle economy economy-and-economics expect expecting fed financial growing investment managers regional sector services setting soon specialize stage strong
Managers believe the economy is growing and expect the Fed tightening cycle to end soon - setting the stage for the financial services sector to prosper. Managers may also be expecting strong performances by investment banks and financial institutions that specialize in regional mortgages.
banks expecting financial investment managers regional specialize strong
Managers may also be expecting strong performances by investment banks and financial institutions that specialize in regional mortgages.