Search Results for: outperformance

Mega-Cap Growth Stocks vs. S&P 500 This chart highlights the outperformance YTD of mega-cap growth stocks vs. the S&P 500. Image: Deutsche Bank Asset Allocation

Performance of Mega-Cap Growth Stocks vs. the Rest This chart highlights the outperformance of mega-cap growth stocks vs. the rest since several years. Deutsche Bank Asset Allocation

U.S. High Yield Spreads vs. IG Spreads and Large Cap Growth Relative to Small Cap Value This chart suggests that new highs in stocks need high yield outperformance and sustained rotation from large cap growth to small cap value. Image: BofA Global Investment Strategy

Stocks – U.S. Relative to Developed Markets Excluding U.S. Chart suggesting that the structural outperformance of U.S. stocks is vulnerable to an industrial recovery. Image: BCA Research

ISM Manufacturing PMI vs. Cyclicals/Defensives The outperformance of U.S. cyclicals could suggest that the U.S. economic activity has bottomed. Image: Gavekal, Macrobond

S&P 500: FAAMG vs. Remaining 495 Companies Will FAAMG’s outperformance persist in a stagflation environment? Image: Goldman Sachs Global Investment Research

S&P 500 vs. U.S. High Yield/High Grade and Large Cap Growth to Small Cap Value Charts suggesting that new highs in stocks need high yield outperformance and sustained rotation from large cap growth to small cap value. Image: BofA Global Investment Strategy

Value vs. Growth and U.S. 30-Year Government Bond Yield The outperformance of U.S. growth stocks relative to U.S. value stocks suggests lower bond yields ahead. Image: BofA Global Investment Strategy

Does Berkshire Hathaway Still Have a Market-Beating Advantage Over the Long Run? We can ask ourselves if Berkshire Hathaway does still have a market-beating advantage over the long run, because Warren Buffett expects a very modest outperformance vs. the market over the next decade. But he can’t guarantee that, of course. Image: Financial Times