Money Life With Chuck Jaffe Daily Podcast
Morgan Stanley's Dunn sees value thriving amid sticky inflation, high rates
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:04:01
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Sinopse
Aaron Dunn, co-head of the value equity team at Morgan Stanley Investment Management, says that growth stocks are unlikely to beat value in a higher inflationary environment with higher rates, creating a nice tailwind for value, particularly because he expects inflation and high interest rates to remain sticky. He expects a synchronized rate-easing cycle across the globe, which makes him interested in taking a longer-term look at cyclical areas like energy and industrials. Christine Kieffer, senior director of investor education at FINRA discusses the agency's recent alert warning investors of support-center scams, where investors looking for help from their brokerage or mutual fund company do a search for the firm's help desk and wind up being directed to fake sites where their money and/or data is ripped off. David Trainer of New Constructs puts BILL Holdings back in the Danger Zone, reaffirming the company's status as a zombie stock and a Danger Zone pick, noting that investors should not be fooled by reve