By Carmel Corbett Wellso
As sectors ranging from manufacturing to financials experience disruption, the valuation gap between growth and value stocks continues to widen. Director of Research Carmel Wellso explains why careful stock selection is important at this stage of the cycle.
Transcript
Carmel Wellso: So far, corporate earnings are doing pretty much what we were expecting them to do. We've seen healthy demand in many markets even for products around automation, around more the disruption areas of manufacturing, electric vehicles. We continue to see pretty healthy growth in those areas.
When I think