Russell 1000 Value Index

Russell 1000 Value Index Could this be the beginning of the rotation towards value and small caps? Image: Financial Times

Performance – Russell 1000 Value/Growth Month Returns

Performance – Russell 1000 Value/Growth Month Returns This month sees the strongest outperformance in small cap value since the 2000s (September return projected to month end). Image: BofA Global Investment Strategy

U.S. Equities and Global Equities ex-U.S.

U.S. Equities and Global Equities ex-U.S. This chart suggests that higher yields could cause great rotation from bonds to stocks, US equities to non-US equities, growth to value, large caps to small caps, tech stocks to bank stocks, credit to commodities,… Image: BofA Global Investment Strategy

Rotation vs. U.S. GDP Growth Forecasts

Rotation vs. U.S. GDP Growth Forecasts Chart suggesting that the rotation out of bonds into equities, out of growth into cyclicals, out of large caps into small caps, and out of gold into copper, is expected to continue in 2020. Image: Fidelity Investments