Samantha T. Grant, CFA, CAIA
Senior Research Analyst, U.S. Equities
With the value premium seemingly in decline, value investors have had a lot to complain about over the past ten years. Growth stocks continue to soar despite rich valuations and increasingly lofty expectations. However, we are most likely closer to the end than the beginning of this “pro-growth” trend.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice nor an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
S&P 500 companies have become “cash rich” as the combination of tax reform and a decade of strong economic growth…
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