Allspring's Miletti on the US Markets

The video discusses the recent market shifts, particularly the rotation from value to growth and the NASDAQ's performance. It highlights the ongoing earnings compression cycle and the associated risks, emphasizing the need for active management and selective investment strategies. The macroeconomic environment presents challenges, requiring companies to focus on fundamentals and control their own destinies. The importance of differentiating between companies based on their ability to manage risks and capitalize on opportunities is stressed.

In what ways has investor behavior changed in response to market conditions?

What is the significance of stock selection during this phase of the market cycle?