A big market transition is coming. Here's where investors should steer next, says this strategist._老虎社区_美港股上老虎

A big market transition is coming. Here's where investors should steer next, says this strategist.

MarketWatch2021-06-29

The COVID-19 delta variant is starting to look like the killjoy of summer. So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...

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Spurn
·2021-06-29
Interesting
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Miloh
·2021-06-29
[Happy]
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6
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- RonL:
  Like n comment
  2021-06-29
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- JFK23:
  Wait for correction in Sept
  2021-08-08
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74c5dd72
·2021-06-29
Please like and comment
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2
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- kawa86:
  like
  2021-06-30
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Jasmimim
·2021-06-29
good
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2
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- 74c5dd72:
  Please like and comment
  2021-06-29
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GoodnRich
·2021-06-29
[Smile]
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1
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- Shermantanjs:
  Comment
  2021-06-29
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- 74c5dd72:
  Please like and comment
  2021-06-29
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ADL
·2021-06-29
fib of the moment!
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- NgYewWho:
  wow
  2021-06-29
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E8
·2021-06-29
Yes... waiting to catch the big fishes.
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1
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- 74c5dd72:
  Please like and comment
  2021-06-29
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Calvinchin
·2021-06-29
👌🏼
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littleeggy
·2021-06-29
Like and comment pls thks
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3
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- chele:
  Done!
  2021-06-29
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- Calvinchin:
  Ok
  2021-06-29
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蓝天一小白云
·2021-06-29
Nice sharing
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3
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- littleeggy:
  good
  2021-06-29
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- 蓝天一小白云:
  thanks
  2021-07-03
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LimHianYew
·2021-06-29
Great
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2
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Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","article_id":"2147868644","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","pubTimestamp":1624969959,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"translate_title":"一个大的市场转型即将到来。这位策略师表示：这是投资者下一步应该转向的方向。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. 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Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. 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Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":159546394,"gmtCreate":1624975398118,"gmtModify":1631892606344,"author":{"id":"3580620327270502","authorId":"3580620327270502","name":"Miloh","avatar":"https://static.tigerbbs.com/68fc00ffaf2b599101303e35921d419b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580620327270502","authorIdStr":"3580620327270502"},"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159546394","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5070135,"gmtCreate":1624976100210,"gmtModify":1635241465104,"authorId":3581564245728047,"author":{"id":3581564245728047,"idStr":"3581564245728047","authorId":3581564245728047,"name":"RonL","avatar":"https://static.tigerbbs.com/1d4873bbdc10ea07ac5244605217386c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159546394,"type":1,"supId":0,"prevId":0,"content":"Like n comment","text":"Like n comment","html":"Like n comment"},{"id":5463162,"gmtCreate":1628424763549,"gmtModify":1635156992094,"authorId":3577142139469832,"author":{"id":3577142139469832,"idStr":"3577142139469832","authorId":3577142139469832,"name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159546394,"type":1,"supId":0,"prevId":0,"content":"Wait for correction in <u>Sept</u>","text":"Wait for correction in <u>Sept</u>","html":"Wait for correction in <u>Sept</u>"}],"langContent":"EN"},{"id":159548892,"gmtCreate":1624975384416,"gmtModify":1633946308924,"author":{"id":"3581979721991802","authorId":"3581979721991802","name":"74c5dd72","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581979721991802","authorIdStr":"3581979721991802"},"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159548892","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5072366,"gmtCreate":1624988202417,"gmtModify":1635241310480,"authorId":3577278649305758,"author":{"id":3577278649305758,"idStr":"3577278649305758","authorId":3577278649305758,"name":"kawa86","avatar":"https://static.tigerbbs.com/cb30220b2a555e9c653be64d2421ff9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159548892,"type":1,"supId":0,"prevId":0,"content":"<u>like</u>","text":"<u>like</u>","html":"<u>like</u>"}],"langContent":"EN"},{"id":159541940,"gmtCreate":1624975363480,"gmtModify":1631887148239,"author":{"id":"3581499471975307","authorId":"3581499471975307","name":"Jasmimim","avatar":"https://static.tigerbbs.com/165f2f93178759b448e25f6ae286da06","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581499471975307","authorIdStr":"3581499471975307"},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159541940","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5069913,"gmtCreate":1624975394447,"gmtModify":1631887148245,"authorId":3581979721991802,"author":{"id":3581979721991802,"idStr":"3581979721991802","authorId":3581979721991802,"name":"74c5dd72","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159541940,"type":1,"supId":0,"prevId":0,"content":"Please like and comment","text":"Please like and comment","html":"Please like and comment"}],"langContent":"EN"},{"id":159255611,"gmtCreate":1624972020633,"gmtModify":1633946385629,"author":{"id":"3578561847510900","authorId":"3578561847510900","name":"GoodnRich","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3578561847510900","authorIdStr":"3578561847510900"},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159255611","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5069098,"gmtCreate":1624972355138,"gmtModify":1635241550749,"authorId":3573199933512445,"author":{"id":3573199933512445,"idStr":"3573199933512445","authorId":3573199933512445,"name":"Shermantanjs","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159255611,"type":1,"supId":0,"prevId":0,"content":"Comment ","text":"Comment ","html":"Comment "},{"id":5069915,"gmtCreate":1624975402060,"gmtModify":1635241481809,"authorId":3581979721991802,"author":{"id":3581979721991802,"idStr":"3581979721991802","authorId":3581979721991802,"name":"74c5dd72","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159255611,"type":1,"supId":5069098,"prevId":0,"content":"Please like and comment","text":"Please like and comment","html":"Please like and comment"}],"langContent":"EN"},{"id":159227053,"gmtCreate":1624971597072,"gmtModify":1631891738035,"author":{"id":"3572161139823685","authorId":"3572161139823685","name":"ADL","avatar":"https://static.tigerbbs.com/46f309a3de1b3b77e46ca01bc05767be","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572161139823685","authorIdStr":"3572161139823685"},"htmlText":"fib of the moment!","listText":"fib of the moment!","text":"fib of the moment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159227053","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5068998,"gmtCreate":1624971835293,"gmtModify":1631891738031,"authorId":3586848260428578,"author":{"id":3586848260428578,"idStr":"3586848260428578","authorId":3586848260428578,"name":"NgYewWho","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159227053,"type":1,"supId":0,"prevId":0,"content":"wow","text":"wow","html":"wow"}],"langContent":"EN"},{"id":159222880,"gmtCreate":1624971466340,"gmtModify":1631890074162,"author":{"id":"3572089178670365","authorId":"3572089178670365","name":"E8","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3572089178670365","authorIdStr":"3572089178670365"},"htmlText":"Yes... waiting to catch the big fishes.","listText":"Yes... waiting to catch the big fishes.","text":"Yes... waiting to catch the big fishes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159222880","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5069919,"gmtCreate":1624975410626,"gmtModify":1631890074743,"authorId":3581979721991802,"author":{"id":3581979721991802,"idStr":"3581979721991802","authorId":3581979721991802,"name":"74c5dd72","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159222880,"type":1,"supId":0,"prevId":0,"content":"Please like and comment","text":"Please like and comment","html":"Please like and comment"}],"langContent":"EN"},{"id":159228783,"gmtCreate":1624971364042,"gmtModify":1633946396208,"author":{"id":"3576278607547570","authorId":"3576278607547570","name":"Calvinchin","avatar":"https://static.tigerbbs.com/f9656b958bb6c4643873a171eebbbc8f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576278607547570","authorIdStr":"3576278607547570"},"htmlText":"👌🏼&nbsp;","listText":"👌🏼&nbsp;","text":"👌🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159228783","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":159268230,"gmtCreate":1624970747720,"gmtModify":1633946405288,"author":{"id":"3577066347397897","authorId":"3577066347397897","name":"littleeggy","avatar":"https://static.tigerbbs.com/b83b14f6155e5f93ca8473ea0b325bd7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3577066347397897","authorIdStr":"3577066347397897"},"htmlText":"Like and comment pls thks","listText":"Like and comment pls thks","text":"Like and comment pls thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159268230","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5068853,"gmtCreate":1624971049077,"gmtModify":1635241573638,"authorId":3581297437659130,"author":{"id":3581297437659130,"idStr":"3581297437659130","authorId":3581297437659130,"name":"chele","avatar":"https://static.tigerbbs.com/8d0edba69115ae29cdd299950cba46fc","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159268230,"type":1,"supId":0,"prevId":0,"content":"Done!","text":"Done!","html":"Done!"},{"id":5068906,"gmtCreate":1624971358844,"gmtModify":1635241568299,"authorId":3576278607547570,"author":{"id":3576278607547570,"idStr":"3576278607547570","authorId":3576278607547570,"name":"Calvinchin","avatar":"https://static.tigerbbs.com/f9656b958bb6c4643873a171eebbbc8f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159268230,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":159284516,"gmtCreate":1624970438035,"gmtModify":1633946409589,"author":{"id":"3555479682531105","authorId":"3555479682531105","name":"蓝天一小白云","avatar":"https://static.tigerbbs.com/e0aa2dbf8e73acaaaaf8daefa5731455","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3555479682531105","authorIdStr":"3555479682531105"},"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159284516","repostId":2147868644,"repostType":2,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5068783,"gmtCreate":1624970754662,"gmtModify":1635241580741,"authorId":3577066347397897,"author":{"id":3577066347397897,"idStr":"3577066347397897","authorId":3577066347397897,"name":"littleeggy","avatar":"https://static.tigerbbs.com/b83b14f6155e5f93ca8473ea0b325bd7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159284516,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good"},{"id":5107074,"gmtCreate":1625264425367,"gmtModify":1635238584755,"authorId":3555479682531105,"author":{"id":3555479682531105,"idStr":"3555479682531105","authorId":3555479682531105,"name":"蓝天一小白云","avatar":"https://static.tigerbbs.com/e0aa2dbf8e73acaaaaf8daefa5731455","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159284516,"type":1,"supId":5068783,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"}],"langContent":"EN"},{"id":159282935,"gmtCreate":1624970250927,"gmtModify":1633946411490,"author":{"id":"3576363559636103","authorId":"3576363559636103","name":"LimHianYew","avatar":"https://static.tigerbbs.com/6d37a520eb4e35950b060938ddb5e317","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3576363559636103","authorIdStr":"3576363559636103"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159282935","repostId":2147868644,"repostType":4,"repost":{"id":"2147868644","pubTimestamp":1624969959,"share":"https://www.laohu8.com/m/news/2147868644?lang=&edition=full","pubTime":"2021-06-29 20:32","market":"us","language":"en","title":"A big market transition is coming. Here's where investors should steer next, says this strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p>\n<p>So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p>\n<p>Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p>\n<p>\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p>\n<p>Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&amp;P 500 has already hit more than 30 records this year.</p>\n<p>\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p>\n<p>And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p>\n<p>As for where to invest, she advises thinking in terms of the year and the economic cycle.</p>\n<p>\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p>\n<p>As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p>\n<p>She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p>\n<p>Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p>\n<p>As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":74,"commentSize":11,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}