The stock market has moved away from its obsession with inflation, and a new investment strategy is emerging. Neuberger Berman recommends focusing on value stocks and smaller companies as smart plays in this environment.
Last week saw the S&P 500 reach a significant milestone, marking the best performance since late January. This shift in investor focus suggests that investors are now prioritizing stability and growth over concerns about inflation.
The success of the S&P 500 last week indicates that investors are becoming more optimistic about the market’s trajectory. As such, value stocks and smaller companies may be poised to benefit from this newfound enthusiasm.
Source: https://www.marketwatch.com/story/last-week-showed-the-stock-market-has-moved-on-from-obsessing-about-inflation-heres-the-new-playbook-8845a0ba