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

% of Zombie Companies in Russell 3000 Equivalent

% 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

Correlation Between Russell 1000 Growth and Russell 1000 Value

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