Value Vs Tech & Growth In A Bear Market

There are still some inflation prints prior to the announcement from the Federal Reserve. "The S&P 500 Index or SPX has been up about 5% and the AXS Astoria Inflation Sensitive ETF (PPI) is up about 3.5%. I do not think we will get back to trendline anytime soon. If you look at the 1970s and 1980s, CPI was above 5% for 10 years. I still think inflation-length assets can work. Most portfolios are still leaning on technology and growth names. However, I argue for the value stocks in a bear market," says John Davi.