(Bloomberg) — Runaway commodity prices, diverging global central bank policy and the recent stock market selloff have created a unique buying opportunity for growth and value stocks, according to JPMorgan Chase & Co.’s strategist Marko Kolanovic.
“Both sentiment and positioning are now too bearish,” Kolanovic and Bram Kaplan wrote in a note Tuesday. They anticipate that a near-term rally is likely, particularly in small-cap and high-beta stocks, and suggests that investors construct…
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