Markets in Focus

Growth vs. Value whiplash: What’s ahead in 2022?


Listen Later

Investors once were used to seeing momentum swing between growth and value stocks in a classic economic cycle. But the pandemic subverted all of that, creating shorter mini-cycles as cases rose and fell. Now with interest rates on the rise, a new chapter might be about to unfold. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Indellicate, CFA, Co-Portfolio Manager at Scout Investments, Michael Waterman, CFA, Portfolio Manager at ClariVest Asset Management, and Steve Singleton, Head of Risk at Carillon Tower Advisers, about 2022’s emerging opportunities in the seesaw world of factor investing.

...more
View all episodesView all episodes
Download on the App Store

Markets in FocusBy Raymond James Investment Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

26 ratings


More shows like Markets in Focus

View all
Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,303 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,955 Listeners