Rotation from Growth to Value Should Happen this Year

We expect the market to hold up pretty well going into the election, notes Andrew Arons. He expects to see a rotation from growth to value materialize at some point this year. He then goes over his stock picks: Pfizer (PFE) and Amazon (AMZN).
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If "Growth" is not a favored category, maybe that's an opportunity to go counter-cyclical and DCA into VOOG and similar ETfs.