- As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors.
- With business gains broadening amid complex market risks, we think investors should lean on quality to find stocks that will perform well in a normalizing world economy.
- Instead of trying to time the rotation between growth and value stocks, we believe that diversifying exposures to different types of equities can be effective when complemented with a quality tilt.
For further details see:
Earnings Bounce Poses Quality Test For Equity Investors