Trade War Holds the Key to What Will Happen Ahead, Says Robeco's Fedeli

The video discusses the current state of the market, highlighting a pause in growth stock pricing and the impact of trade tensions. It explores the idea of a market correction and its implications for investors, emphasizing the importance of stock and data dependence. The prolonged trade war is affecting company earnings and investment strategies, leading to a shift towards defensive and value-oriented stocks. The discussion also touches on the potential for future negotiations and the need for investors to adapt their strategies accordingly.

What changes are companies making in response to current market conditions?

What is the current trend in earnings for value names compared to growth names?