Value stocks are so in favor they’ve become momentum stocks

MarketWatch2021-03-19

As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes ...

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精彩评论

DonnaLiang
2021-03-21
DonnaLiang
Thx 4 sharing
doky
2021-03-21
doky
Good
DenDenBear
2021-03-19
DenDenBear
Wow
TraderJac
2021-03-19
TraderJac
Value investing is key current market
YL95
2021-03-19
YL95
Hi
BigRobin
2021-03-19
BigRobin
🤪
- PYCHUA:
  exchange
- BigRobin:
  [开心]
- BigRobin:
  TeSt

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It was a very successful combination.”Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials.  The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. 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