Institutioneel beleggen / Macro Minutes
Macro Minutes: Which Equities Will Lead in a New Bull Market?
In this month’s Macro Minutes video, Fisher Investments’ Research Analyst Tom Kirby explains the “bounce effect” and which types of equities we expect to outperform moving forward.
- The end of bear markets and beginning of new bull markets are driven by “non-fundamentals,” such as investor sentiment and liquidity.
- The “bounce effect” is typically seen in new bull markets, where the types of equities that fall the most in the bear, bounces the most afterwards.
- We expect last year’s most beaten up equities, including many tech and tech-like stocks, to outperform as they rebound off of bear market lows.
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