Search Results for: growth stock

Growth Has Outperformed Value Since 2015 Is is time for value stocks to shine? Actually, tech stocks contribute to widening the gap between growth and value. Image: Wells Fargo Investment Institute

The Stock Market Continues to Climb the Wall of Worry There is always a good reason not to invest in the stock market, but you may miss a significant portion of your capital growth. Image: Bank of America Merrill Lynch

Europe’s Stocks Are Really Unloved Europe’s benchmark has lagged other major ones in recent years. But on the positive side: the valuation is low, Europe will not disintegrate, the rotation from bonds to equities has not yet begun, and there is a fairly good growth in 2019. Image: Bloomberg

Global Equity Valuations The market environment favors global ex-U.S., small-cap, and value stocks for their cheap valuations and growth potential, while U.S., large-cap, and growth stocks face valuation headwinds and higher downside risk. Image: Topdown Charts

DXY U.S. Dollar Index vs. Nasdaq Composite / MSCI World Value Over the past two years, U.S. growth stocks—known for their sensitivity to currency fluctuations—have exhibited a strong correlation with the U.S. dollar. Image: Gavekal, Macrobond

CAPE Valuations vs. 10-Year U.S. Interest Rates Rising interest rates often have a significant impact on equity market valuations, frequently causing valuation reversals, especially for growth stocks and companies with high valuations based on future earnings expectations. Image: Real Investment Advice

Equity Sector Returns While large-cap growth stocks, particularly those in the Magnificent 7, performed strongly in 2024, there was also a significant shift toward value sectors throughout the year, reflecting broader economic resilience. Image: J.P. Morgan Asset Management

U.S. Earnings to Price – Top vs. Bottom Decile (10-Year Annual Compounded Return) When will value stocks outperform growth stocks again? Image: Real Investment Advice

Performance – Russell 2000 Relative to Nasdaq 100 vs. U.S. 10-Year Treasury Yield Will small-cap stocks continue to outperform large-cap growth stocks, if the U.S. 10-year Treasury yield continues to rise? Image: Lohman Econometrics

Median PE Valuation on Global Factor Portfolio Historically, when value vs. growth valuation was this high, value stocks tended to outperform growth stocks. Image: Societe Generale Cross Asset Research