Our focus isn’t on emphasizing just whether a company is good or bad but how people are reacting to it. How the sentiment changes. Fundamentals matter but how they interact with human behavior is what creates investing opportunities.
Our view is: Stay in the middle of the boat, ignore the headlines and do well in some companies that people may not expect: healthcare in emerging markets or U.S. grocery stores, for example.
Read more market perspectives in Eagle Asset Management's insightful whitepaper.
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