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

05.24.2018

Being on Guard for Curve Inversion

Our chart for this week examines the shape of the U.S. Treasury yield curve. With the 10-year Treasury yield recently…

05.17.2018

What are Volatility Risk Premium Strategies?

Volatility Risk Premium (“VRP”) strategies — also known as defensive equity strategies — are relatively new to the institutional…

05.16.2018

Growing Demand for “Other” Real Estate Sectors

  This chart examines the most recent property type sector breakdown within the NFI-ODCE¹ including apartments, industrial, office, retail and other….

05.10.2018

Equities Show Underlying Weakness

After hitting an all-time closing high on January 26th, the S&P 500 officially entered correction territory over the span of…

05.03.2018

Turn Up the Vol-ume

Volatility is a normal and healthy component of any market. While 2017 lacked typical market volatility, 2018 has experienced its…

04.27.2018

Will Strong Deal Activity Continue in 2018?

M&A activity got off to a fast start in 2018, as over 7,000 deals worth $1.3 trillion in value were…

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 >