The market (^GSPC, ^IXIC, ^DJI) is currently experiencing a shift from momentum trades into more value-oriented investment strategies. Mariner Wealth advisors head of equities and chief investment strategist Jeff Krumpelman joins Catalysts to discuss the stock market’s current rotation, noted to be influenced by various economic factors.
“I don’t think it’s extremely cemented,” Krumpelman tells hosts Madison Mills and Seana Smith. “I think also, for context, it’s interesting when you say that the mega-cap tech stocks are the most under-owned. You have to keep in mind that they now represent some of those holdings in the S&P 500, which has become so uber concentrated.”
Krumpelman also mentions the more defensive-leaning sectors gaining attention among investors “We have noticed that if you look at what is working so far this year, because of all of the violent pace of news flow, whether it’s tariffs or deportation strategies, government shutdown, or whatever it is — it’s spooking people,” he says.
Krumpelman believes that while the trend is promising, it’s too early to call it sustainable and advises caution.
To watch more expert insights and analysis on the latest market action, check out more Catalysts here: https://finance.yahoo.com/videos/series/catalysts/
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