Performance – Growth vs. Value

Performance – Growth vs. Value In periods of scarce growth, growth stocks have a tendency to outperform value stocks, whereas during times of plentiful growth, value stocks tend to outperform growth stocks. Image: Goldman Sachs Global Investment Research

Long Only Positioning in Value vs. Growth

Long Only Positioning in Value vs. Growth Value is still 53% underweight vs. Growth, highlighting a significant preference among investors for growth-oriented investments over value-based ones. Image: BofA US Equity & Quant Strategy

Returns – Value vs. Growth

Returns – Value vs. Growth Value stocks tend to outperform growth stocks when considering a longer time frame. Image: BofA Research Investment Committee

10-Year U.S. Treasury Yield Macro Fair Value

10-Year U.S. Treasury Yield Macro Fair Value BofA’s macroeconomic framework suggests a fair value for the 10-year U.S. Treasury yield of 4.1%. Image: BofA Global Research

Oil – Brent Fair-Value Model

Oil – Brent Fair-Value Model J.P. Morgan expects Brent oil prices to exit the year at $86/bbl. Image: J.P. Morgan

S&P 500 Fair Value

S&P 500 Fair Value According to BofA, the fair value of the S&P 500 is 3,911 by year-end 2023 (bear case, based on the most bearish model). Image: BofA Global Research