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Equities Market Perspective: Are the FAANGs losing their bite?


After a decade wins, are the FAANGs losing their bite?

  • Earnings disappointments from the likes of Facebook has sparked concerns whether the stupendous growth of tech stocks can continue
  • Valuations have come back into focus and serve as a reminder that fundamentals trump headlines
  • Technology stocks still look attractive, but we are seeing increasing dispersion within the sector
  • Growth sell-off has resulted in a Value rally - retracement of growth stocks has provided some respite for long suffering value investors
  • Where to now? It remains to be seen if the recent moves represent a sea change for the re-emergence for value
  • Expect volatility in the value/growth trade over time and these types of rotations to become common

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