Value Stocks Have More Room to Run: Ancora's Sowerby

The transcript discusses the current sentiment among institutional investors, focusing on rebalancing strategies in light of inflation. It compares the performance of value and growth stocks, considering the impact of the neutral rate. The conversation also covers portfolio management strategies, emphasizing the importance of selecting stocks with strong valuations and cash flow, particularly in consumer discretionary and technology sectors.

What is the significance of the neutral rate in investment decisions as discussed in the text?

Which companies or sectors are mentioned as having good valuations and potential for investment?