Category: focusing
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Why focusing on secular growth trends can make sense By Investing.com
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In an increasingly complex and interconnected global economy, traditional investment strategies focused on benchmarks and indices are being challenged by more dynamic approaches that emphasize secular growth trends. Analysts at UBS Global Research point out that thematic equity investing, which eschews the traditional benchmark-based model in favor of focusing on…
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Morgan Stanley says market focusing on softening growth By Investing.com
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Year-to-date macroeconomic data has shown signs of weakness, leading to weakness in low-quality, economically sensitive market sectors, while a narrow group of large-cap stocks have driven performance. According to strategists at Morgan Stanley, this indicates that the market “is becoming more focused on slowing growth and less focused on inflation…