Value Underperformance in the Current Market Cycle

February 22, 2018 | 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.

Download PDF

 

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.

Samantha T. Grant, CFA, CAIA
Senior Research Analyst, U.S. Equities

Get to Know Samantha

Related Content

U.S. Credit Market Health Check

01.09.2019

U.S. Credit Market Health Check

This week’s chart looks at two key indicators of the health of the U.S. credit market. The first, on the…

01.04.2019

Nowhere to Hide in 2018

As we enter 2019, we look back on what was a pretty poor year for investors. There was just nowhere…

12.28.2018

2019 Market Preview Briefing

Live Webinar – Thursday, January 17, 2018 – 1:00-2:00 PM CT

12.21.2018

Keeping the Current Market Correction in Perspective

Over the last few months, equity markets have experienced sizable drops, making many investors wary about the future. Despite this,…

12.21.2018

Fourth Rate Hike of 2018; More to Come?

On Wednesday, December 19, the Federal Reserve executed its fourth rate hike of 2018. This 25-basis point hike, the ninth…

12.21.2018

What Happened to International Small-Cap Equities This Year?

This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6%…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >