“Shift into value stocks could fuel a solid rally, says J.P. Morgan”
September 11, 2019
“Bone up on the term “market rotation” if you want to hold your own at the water cooler these days…
Diving right into the debate is our call of the day from a team led by J.P. Morgan’s global head of quantitative and derivatives strategy, Marko Kolanovic, who says this value switch may be promising.
“In summary, we believe the value rotation can continue and the broad market could move higher going into October [trade] negotiations, and if real progress is made, continue into a more sustained rally,” they tell clients in a fresh note.”
Looks like experts agree about what I said in a earlier article. Looks like value stocks are a good choice right now and the key word was rotation. Just for reference this is the article below where I recommended value stocks and my reasoning.