Evan Frazier, CFA, CAIA
Senior Research Analyst
In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since the fourth quarter of 2020. Though many factors have contributed to this change in investor sentiment, the resurgence of more cyclical areas of the market is likely being driven by the successful rollout of COVID-19 vaccines, which appears to have ended the pandemic in the United States and allowed the domestic economy to reopen to a significant extent. With equity markets likely pricing in a full economic reopening in the coming months, many investors are wondering if recent trends are sustainable, especially given the headwinds experienced by the value factor during the last decade. The aim of this newsletter is to assess the prospects of value stocks going forward in relation to those of their growth counterparts.
Read > Value Vs. Growth: Where Do We Go from Here?
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or 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.
10.10.2024
U.S. small-cap equities have trailed their larger peers for over 13 years. Although the asset class has shown intermittent signs…
10.02.2024
— LIVE WEBINAR OCTOBER 23 — Please join Marquette’s research team for our 3Q 2024…
09.19.2024
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
09.13.2024
At the start of this year, economic forecasts called for up to five 25 basis point interest rate cuts by…
09.05.2024
As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
09.04.2024
The S&P 500 Index pulled back by more than 2% yesterday in a move that is not unprecedented based on…
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >