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US stock fund managers
Trends
- 1Top US Stock Fund Managers Turn Defensive Amid Higher Rates●Higher Rates Have These Top US Stock Fund Managers Taking a More Defensive Stance
Leading US stock fund managers are shifting toward more defensive positions as interest rates stay elevated. According to Morningstar, several top-performing managers are reducing exposure to rate-sensitive growth stocks and favoring sectors seen as more resilient, a sign that market professionals are reassessing risk as borrowing costs reshape equity valuations.