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While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.
The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.
The Fed has pledged quantitative easing and liquidity facilities in response to COVID-19. Can its promises backstop the markets against volatility?
If you have any questions about these articles or would like to have a conversation about your portfolio, please reach out to us. We would be happy to talk with you.
