FYI: Investors who think choosing value or growth stocks in 2018 is simply a bet on competing investing styles may be fooling themselves. Instead, either approach will find investors making a concentrated bet on certain sectors, says one well-known Wall Street analyst.
Popular growth and value indexes have pretty much nothing in common. Rather, in the case of growth, they are concentrated bets on the technology and healthcare sectors, while value is a bet on financials and energy, according to Nicholas Colas, co-founder of DataTrek Research.
Regards,
Ted
https://www.marketwatch.com/story/why-growth-vs-value-is-all-about-faangs-2018-01-08/print
