Value Stocks – Russell 2000 vs. Russell 2000 Value
Value Stocks – Russell 2000 vs. Russell 2000 Value Can value stocks bounce back, as Value tends to outperform in the early stages of an economic recovery? Image: Financial Times
Value Stocks – Russell 2000 vs. Russell 2000 Value Can value stocks bounce back, as Value tends to outperform in the early stages of an economic recovery? Image: Financial Times
Small-Cap Stocks – Russell 2000 Relative to the S&P 500 Chart suggesting weaker small caps relative to large caps over the long term. Image: BofA Global Research
Style Index Performance During Periods of Decelerating and Accelerating S&P 500 Earnings Growth – Russell 1000 Value vs. Growth Is it time for investors to favor value stocks, as Value tends to beat Growth when profits accelerate? Image: BofA US Equity & Quant Strategy
Russell 1000 American Stock Index – Growth vs. Value The gap between growth and value has widened considerably. It is now the largest divergence in decades. Image: The Economist
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
MSCI Latin America vs. MSCI World and Russell 1000 Value vs. Russell 1000 Growth Latin America vs. Developed Markets has been highly correlated to Value vs. Growth. Image: Goldman Sachs Global Investment Research
% of Zombie Companies in Russell 3000 Equivalent The number of zombie companies in the United States is growing, due to the government’s response to the coronavirus crisis. Image: Financial Times
Relative Total Return of the Russell 1000 Growth Index vs. the Russell 1000 Value Index Will the Russell 1000 Growth Index continue to significantly outperform the Russell 1000 Value Index? Image: BofA US Equity and Quantitative Strategy
Apple Market Capitalization vs. Russell 2000 This charts shows how big Apple is compared to U.S. small cap stocks. Image: Societe Generale Cross Asset Research
Correlation Between Russell 1000 Growth and Russell 1000 Value The correlation between Growth and Value has been close to zero, as during the dotcom bubble, when value investors were squeezed out while growth investors enjoyed high returns. Image: Goldman Sachs Global Investment Research