Growth Stocks vs. Value Stocks and Large-Cap vs. Small-Cap

Growth Stocks vs. Value Stocks and Large-Cap vs. Small-Cap Around first rate cut, when growth stocks and large-cap stocks outperform, it does not suggest a recession is coming. Image: Goldman Sachs Global Investment Research

Value vs. Growth Stocks

Value vs. Growth Stocks Since 1927, U.S. growth stocks have outperformed value stocks by 30% over a 2-year period, on five occasions. Each time, it was before a recession or a war. Is it different this time? Image: BofA Merrill Lynch

High Growth Stocks vs. Low Growth Stocks

High Growth Stocks vs. Low Growth Stocks Chart suggesting that high growth stocks are expensive relative to low growth stocks. Image: Goldman Sachs Global Investment Research

S&P 500 Valuation Dispersion on Forward P/E – Value vs. Growth

S&P 500 Valuation Dispersion on Forward P/E – Value vs. Growth When valuation dispersion was this high or higher, value stocks tended to outperform growth stocks (95% of the time) over the next 12 months. Image: BofA Merrill Lynch US Equity & US Quant Strategy

U.S. Stock-to-Bond Ratio Leads U.S. Real GDP

U.S. Stock-to-Bond Ratio Leads U.S. Real GDP Chart suggesting that the U.S. stock-to-bond ratio leads U.S. real GDP by 6 months, which could indicate higher GDP growth. Image: Alpine Macro

MSCI World Growth Index vs. MSCI World Value Index

MSCI World Growth Index vs. MSCI World Value Index Over the past decade, global value stocks have remained in the shadow, while the sun has shone on global growth stocks. Image: Financial Times