2024-02-13 01:40:00 ET
Summary
- Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.
- When seven giant stocks dominate returns, it’s hard for active managers to outperform the market.
- We think the pendulum will eventually swing back and more companies with real earnings power will begin to attract the attention they deserve.
By Dev Chakrabarti and James T. Tierney, Jr.
Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.
When seven giant stocks dominate returns, it’s hard for active managers to outperform the market. But we think the pendulum will eventually swing back and more companies with real earnings power will begin to attract the attention they deserve....
Read the full article on Seeking Alpha
For further details see:
Concentrating On Earnings Perspectives On Profit For Equity Investors