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Denise Chisholm, Sector Strategist, Fidelity Investments

Alpha Exchange

CHAPTER

Is the S&P Growth a Good Thing?

Sally Kohn: Some of the volatility or sometimes the lack of it in the S&P is related to interest rates. She says tech stocks would seem to be at least over the last year or so affected by rising rates. And just given their market caps, she says, that appears to be a vulnerability. Kohn: It's clear to me that interest rates don't necessarily deter growth. But I do think that it's different this time and you can see that starting in 2005.

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