Valuation – 12-Month Forward P/E Premium (Discount) of Growth vs. Value Should investors favor value vs. growth, as the premium of growth companies reached all-time highs? Image: Goldman Sachs Global Investment Research
Relative Forward P/E of Russell 1000 Value vs. Growth Indices Should investors favor value vs. growth? Image: BofA US Equity & Quant Strategy
Performance – S&P 500 Growth Index – Value Index Is the value rotation over? Image: Bloomberg
Global Value Stocks Relative to Growth Stocks Is it time for investors to favor value stocks vs. growth stocks? Image: Financial Times
S&P 500 Sectors (Tech, Consumer Dis., Financials and Energy), Increase in Market Value Are tech sector valuations a cause for concern? Image: Financial Times
Relative fwd P/E of Russell 1000 Value vs. Growth and S&P 500 fwd P/E Dispersion Is it time for investors to favor value vs. growth? Image: BofA US Equity & Quant Strategy
Net Inflows to Value vs. Growth ETFs Greatest inflows to value vs. growth ETFs in history. Should investors forget growth stocks? Image: BofA Research Investment Committee
MSCI World Value vs. Growth Around Bear Markets The underperformance of value vs. growth during the bear market and the recovery has been unprecedented. Image: Goldman Sachs Global Investment Research
Seasonality – S&P 500 Value vs. Growth (Monthly Average Returns) Historically, returns for Value vs. Growth tend to be positive in December. Image: Topdown Charts
Growth vs. Value – MSCI Indices Value stocks are likely to benefit the most from the economic recovery. Image: Goldman Sachs Global Investment Research