Morningstar Investment Conference: What To Do During Fed Hiking Cycles

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Michelle deBoer-Jones
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Value investors have been enjoying a recovery of value strategies, but one fund manager says that won’t last long. At the Morningstar Investment Conference on Monday, Michael Grant, co-CIO and head of long/ short strategies at Calamos, said growth outperforms value during Fed hiking cycles. What To Do When You’re Not Fighting The Fed He said the bond markets have experienced their worst crash since 1994. Over the last six months, the Federal Reserve has shifted from a view of transient inflation to wondering where the upside risks are. According to Grant, the tightening path should have the federal funds…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.