Why investors should ignore the sell-off and stay in the game
While the equity rally may have stalled after a blistering first quarter, the market is just starting a new up-cycle which should be measured in years rather than weeks or months.
I started 2024 more bullish on the equity market outlook than consensus.
It was my guiding belief that was underpinned by a barbell of procyclical and quality growth portfolio stock tilts as we entered the year (consumer discretionary and technology were two of the best performing sectors).
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Jun Bei Liu is a lead portfolio manager at Tribeca Investment Partners.
