During the year or four interest rate hikes, institutions exclaimed: Abandon technology stocks and embrace value stocks!

More and more institutions have reached a "consensus" on raising interest rates in March,$Goldman Sachs(GS)$,$JPMorgan Chase(JPM)$Economists said after the release of non-agricultural data on Friday:

We now expect the first rate hike to occur in March and then increase it quarterly, Raise interest rates four times a year.

$Blackstone Group LP(BX)$The group also predicts:

The Fed will raise interest rates four times in 2022.

Some analysts believe that:

Technology stocks are seen as sensitive to higher yields because higher debt costs hamper their growth and make their future cash flows appear less valuable. Therefore, Speculative tech stocks are being destroyed.

We can see that technology stocks are the mainstay$NASDAQ(.IXIC)$Last week, it sold more than 3%, which was worse than the 1% decline in the same period$S&P 500(.SPX)$.

In this regard, the institutions have temporarily reached a consensus-Abandon technology stocks and embrace value stocks!

$UBS Group AG(UBS)$Investment director Solita Marcelli said:

As the Fed begins to normalize its policies, it is logical that the stocks of growth companies will face the strongest resistance. In the US stock market, we favor value stocks over growth stocks.

$Morgan Stanley(MS)$Analysts said:

We think the fascination with value and growth stocks will start to fade as special risk becomes key.

$Bank of America(BAC)$:

Most value stocks are not expensive and at a low level. If the epidemic is contained, value stocks may outperform growth stocks; Moreover, the Fed's interest rate hike cycle is beneficial to value stocks.

$JPMorgan Chase(JPM)$:

Cyclical assets and value stocks will outperform the market, while market segments benefiting from the epidemic will encounter headwinds.

$Goldman Sachs(GS)$:

Buy high-growth, high-profit value stocks, while avoiding companies with high labor costs and companies with high growth but no money.

By the way, value stocks generally refer to:

Energy, finance, real estate and so on.Their industry is large in scale and mature in development. Generally speaking, it has the characteristics of low P/E ratio, P/B ratio and high dividend.

......

Finally, let's talk:

  • What do you think of "abandoning technology stocks and embracing value stocks!" The point of view?

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# 机构们的新动向

Disclaimer: The above content represents only the personal views of the poster and does not constitute investment advice on this platform.

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  • 老脸一黑
    ·01-18 21:42
    Niubi
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  • 小韭菜绿油油
    ·01-16 15:40
    Thinking too much, it's all a conspiracy. Those who write articles and open YouTube say that they fall, so I can't rest assured that they can't fall. Is the US stock market something that I can see when I wait for the fart people? If you want to fall, it will also fall when you can't find it. Now you have all found that he still fell a fart.
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  • 萌萌虎妞妞
    ·01-16 08:09
    This article is good, forward it to everyone
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  • Hey hey
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  • metastone
    ·01-14
    Raise interest rates
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  • 😀
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  • Look
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  • 勇椒
    ·01-13
    This article is good, forward it to everyone
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  • kele126436
    ·01-13
    Read
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  • Julio堂
    ·01-13
    When everyone knows the interest rate hike and the specific steps, it is already price in
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  • [Proud]
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  • 👍 is good
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  • ddhjnh
    ·01-12
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  • This article is good, please forward it to everyone

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  • Refueling
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  • Read
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  • Technology stocks abandoned by others will be picked up later and laid out in June and July
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  • Value!
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  • [Smile] [Smile] [Smile]
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  • One is fiercer than the other
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