The Big Question: Which equity market offers best value now?

THE BIQ QUESTION

clock • 10 min read

Part III: Where are you finding value in equities after this year's rally?

Lew Piantedosi portfolio manager at Eaton Vance    Technology This year the market is being led by the more defensive sectors, such as consumer staples, healthcare and telecoms, due to the earnings predictability and stability of these sectors. The tech sector offers the best value in the market today. Big picture, long-term trends such as big data, cloud computing, desktop virtualisation, secure networks and mobile computing are still in their infancy and poised to become huge growth drivers for those companies. Investors can buy access into these long-term growth trends at v...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

 PGIM Fixed Income's Cathy Hepworth: How Trump's policy agenda will impact emerging markets

PGIM Fixed Income's Cathy Hepworth: How Trump's policy agenda will impact emerging markets

Markets are diversified

Cathy Hepworth
clock 29 January 2025 • 4 min read
China's central bank switches to one main interest rate in major overhaul decision - reports

China's central bank switches to one main interest rate in major overhaul decision - reports

To behave more like other central banks

Sorin Dojan
clock 03 January 2025 • 2 min read
Kepler Partners' Josef Licsauer: Tariff tightropes

Kepler Partners' Josef Licsauer: Tariff tightropes

Trump's plans causing uncertainty

Josef Licsauer
clock 13 December 2024 • 6 min read
Trustpilot