Reported 1 day ago
In a recent discussion, Globalt Investments senior portfolio manager Keith Buchanan highlighted the potential shift in the market dynamics, particularly between growth and value stocks, by 2025. He pointed out that current market trends could lead to a more balanced environment as issues related to spending patterns and the bond-stock relationship come to a head. Buchanan expressed concerns that if growth stocks continue to dominate, the market may become overly top-heavy, suggesting that an economic downturn could adversely impact these high-valuation stocks. He anticipates that the trading patterns observed in 2023 and 2024 will evolve into a more even playing field come 2025.
Source: YAHOO