Three Investment Firms Say High-Quality Stocks Are Poised to Come Back

Three investment firms — AllianceBernstein (July 17), Ninety One (July 10), and Marcellus (July 20) — say shares of well-run, low-debt companies are due for a rebound. Why? A few giant AI-related stocks have grown so expensive that other solid companies look cheap by comparison. The Wall Street Journal agrees. But falling oil costs, if they hold, could still drive the shift.