Search Results for: value

S&P 500 DDM-Implied Fair Value Goldman Sachs forecasts the U.S. 10-year Treasury yield at 1.6% by the end of 2021 and the S&P 500 to reach 4,700 (base case scenario). Image: Goldman Sachs Global Investment Research

Growth Stocks – One-Year Correlation: 10-Year US Treasury Yield/MSCI Value Index vs. 10-Year US Treasury Yield/MSCI Growth Index U.S growth stocks are currently highly correlated with U.S. bond yields, as they were during the dotcom bubble. Image: Morgan Stanley Wealth Management

Performance – MSCI World Growth Index / MSCI World Value Index Will global growth stocks continue to outperform global value stocks? Image: Bloomberg

Small Cap and Value Flows Small-caps and value have seen recent outflows. Image: BofA Global Research

U.S. Value Flows U.S. value has seen recent outflows. Image: BofA Global Investment Strategy

U.S. Dollar Index and Purchasing Power Parity Fair Value According to the measure of Purchasing Power Parity fair value, the U.S. dollar remains overvalued. Image: BCA Research

Value Stocks – U.S. 10-Year Treasury Yield and U.S. Value / U.S. Growth Is the value rotation in the U.S. stock market over? Image: Gavekal, Macrobond

U.S. 10-Year Treasury Yield and Fair Value Model How much lower can bond yields go before they bottom? Image: Alpine Macro

S&P 500 “Fair Values” According to ISM Levels If the ISM drops to 50 by the end of 2021, the “fair value” of the S&P 500 would be 3730. Image: Nordea and Macrobond

S&P 500 Index – Equal Weight vs. Pure Value vs. Pure Growth Is the value trade far from over? Image: Morgan Stanley Wealth Management