Nuveen’s Malik Says Buy Value for a While Longer

The video discusses the strongest value rally since 2016, driven by better-than-expected earnings and economic stabilization. However, uncertainties like the presidential election and market volatility pose challenges. Investment strategies include focusing on cyclicals and defensive stocks, with aerospace and retail sectors offering opportunities. The energy sector faces weak demand and supply uncertainties, with a better outlook expected in the second half of 2020.

What factors contributed to the strong rally in value stocks since 2016?

• Decreased consumer spending

• Increased government spending

• High inflation rates

• Better-than-expected earnings and economic stabilization

What is the expected earnings growth going into 2020?

• Negative growth

• Low to mid single-digit growth

• High double-digit growth

• High single-digit growth

Which sector is highlighted as particularly defensive during the discussed period?

• Healthcare

• Real Estate

• Technology

• Aerospace

What is the general outlook on the energy sector for the next year?

• Strong growth due to high demand

• Stable growth with balanced supply and demand

• Weak demand and supply uncertainties

• Decline due to technological advancements

When is the energy sector expected to see potential growth?

• First half of 2021

• Second half of 2020

• First half of 2020

• Second half of 2021