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Adjusted for Risk: Are We Going to See a Reversion Trade Back Into Value Stocks?Adjusted for Risk: Are We Going to See a Reversion Trade Back Into Value Stocks?

NFJ Investment Group's Burns McKinney on the equity sectors he likes most moving forward.

Ryan Nauman, Market Strategist

May 6, 2024

Burns McKinney, managing director and senior portfolio manager at NFJ Investment Group, joins the show to help answer that question and many others in this fun and fascinating conversation.

Burns shares his thoughts on preparing for "higher for longer" interest rates, why high valuations are a risk he is following closely, and what equity sectors he likes most moving forward.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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