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GMO Asset Allocation Insights: FAANG SCHMAANG : Don’t Blame the Over-Valuation Of The S&P On IT

TedTed
in The Bullpen
FYI: A small group of technology stocks have recently delivered stellar returns. Facebook, Apple, Amazon,
Netflix, and Alphabet (Google), the so-called “FAANG” stocks, are up 36% on average year to date
through September. This superlative performance, in such a narrow group of large cap names, has
led many to raise questions about the current valuation of the S&P 500, its sector composition, and
comparisons to other markets. These questions have included
Regards,
Ted
https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/faang-schmaang-don-t-blame-the-over-valuation-of-the-s-p-solely-on-information-technology.pdf?sfvrsn=2
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