IVE iShares S&P 500 Value ETF Loading... : Bullish and Bearish Analyst Opinions

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19:02
Apr 22
Joe Terranova Senior Managing Director, Virtus Investment Partners CNBC
Growth outperforming value, shift to growth.
Growth has been the market trend for ten years, and value rotations are short-lived because the investing cohorts are growth-focused and the largest market cap companies are growth.
IVE 1ST
HIGH
14:46
Mar 09
Savita Subramanian Head of US Equity & Quantitative Strategy, Bank of America Bloomberg Markets
I think we are in a point where you want to play the stagflation playbook. A little known fact, one of the best-performing indices during the 70's for inflation was large-cap value. In a stagflationary environment characterized by sticky inflation and rising interest rates, long-duration growth stocks suffer severe multiple compression. Large-cap value stocks, which typically have near-term cash flows, strong balance sheets, and pricing power, become the optimal safe haven for equity allocations. LONG If the oil shock causes a deep, immediate recession rather than stagflation, value stocks (which are often economically sensitive) could still suffer absolute drawdowns.

About IVE Analyst Coverage

Buzzberg tracks IVE (iShares S&P 500 Value ETF) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.