GenTrust Principal Matt Kishlansky in Barron’s Advisor

How Financial Advisors Are Playing the Rotation Out of Growth Stocks

The stock market has been rotating in recent weeks away from highflying tech stocks—particularly those of the stay-at-home variety—and toward cyclical value names. But it’s understandable if some investment advisors remain wary of value: Growth stocks’ dominant decade-long run humbled many a value investor. And the recent market action could prove to be a head fake of the sort that we’ve seen many times over the years.

Believers, meanwhile, point to higher inflation, an anticipated rise in interest rates and sky-high growth-company valuations as factors that will sustain an exodus to value stocks. In this week’s Big Q, we asked advisors how they’re steering client portfolios through the rotation to value.

Read more here.