BlackRock's Moore: Hard to Say Any Stocks Look Cheap

The video discusses current trends in the equity market, highlighting the role of short covering and neutral allocation strategies. It examines the relative opportunities between fixed income and equities, emphasizing the importance of fundamental analysis over dividend yield alone. The discussion also covers market valuations, potential value traps, and the need for sustainable earnings growth. Additionally, it explores recent sector rotations, particularly the performance of cyclicals versus defensives, and the implications of high valuations in certain sectors like utilities.

In what ways can companies generate growth in a lower growth environment?

What indicators suggest a potential sector rotation in the market?