Bloomberg Surveillance Year End Markets Outlook
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Dec 24, 2024 Ann Miletti, Head of Equity at Allspring Global Investments, shares her expertise on value investing strategies. She delves into the potential of small and mid-cap stocks, emphasizing diversification and growth prospects in the financial and healthcare sectors. The conversation also touches on the implications of artificial intelligence and 5G in investment opportunities, while analyzing the current economic outlook influenced by political tensions. A fascinating exploration of how these factors intersect to shape the market landscape!
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Future of Value Investing
- Consider small and mid-cap stocks for value investing.
- These companies are often overlooked but can offer significant returns.
Diversification in Value Investing
- Value investors are now focusing on diversification and high-quality companies.
- Many profitable small and mid-cap companies are currently undervalued.
Promising Sectors
- Financials and healthcare sectors are showing potential for growth.
- The tools and diagnostics space within healthcare is particularly promising.