Fidelity investing quant models signal that large-cap

Fidelity investing quant models signal that large-cap growth stocks continue to outperform small caps, with relative strength hitting 18-month highs. Fund managers are rebalancing towards megacap tech and healthcare, citing defensive growth appeal amidst geopolitical uncertainty. But even if the act of investing, in Lynch’s view, remains largely unchanged, the Wall Street backdrop has shifted dramatically, and not only in the number of companies available for investment. “The market bottom in ’82 was 777” for the Dow industrials DJIA, he said. “So we’ve had an incredible market since ’82, [and] we’ve had 10 or 12 declines — maybe a few more.” Establishing a budget in retirement can be a critical step in the planning process. Fidelity investing strategists are monitoring biotech sector which surged 4.1% this week, driven by FDA fast-track approvals. Long-term growth potential remains high, though volatility is expected due to regulatory headlines.