From Franklin Templeton Investments: Since 2008, US growth stocks (particularly in faster-growing sectors such as technology) have tended to perform better than US value stocks, as the chart below shows.
From Franklin Templeton Investments: In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.
From Franklin Templeton Investments: Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles.
From WisdomTree: 2017 was the year of growth over value–year-to-date through December 1st, the S&P 500 Growth Indexoutperformed the S&P 500 Value Index by essentially double the return, or a 1,300 basis point (bps)spread.
From BlackRock: Value stocks are cheap, relative to growth, but have lacked a catalyst to rally. Russ Koesterich discusses why tax cuts could be that spark.
From BlackRock: In his inaugural blog post, Chris Dhanraj discusses four investment ideas to consider in the current market environment.
From Contrarian Outlook: I’m going to get straight to brass tacks. Let’s discuss 2 closed-end funds with up to 18% upside in the next 12 months,plus yields up to 5.8%. Both are leading a blockbuster trend almost everyone has missed.
From David Fabian: Classifying stocks as either growth or value is one of the oldest and most studied fundamental investment pillars. This process traditionally involves the analysis of various balance sheet statistics to determine a company’s intrinsic net worth relative to its peers and historical benchmarks.
From BlackRock: Value stocks have largely sat out the broader market rallies this year. Russ Koesterich explains why, and what could spark a return to investor favor.
From Invesco: The idea of purchasing stocks that are inexpensive relative to their peers, or to their intrinsic value, can make value investing an attractive investment strategy.
From BlackRock: Among the risk-seeking factors, Sara focuses on value strategies and explains why this once downtrodden segment now may be worth considering.
From Dana Lyons: Weakness in small-cap pure value stocks represented a well-timed red flag for stocks in early February; can the space find support nearby, or is there more “risk-off” to come?
From BlackRock: Heidi Richardson discusses whether optimism or sober assessment of valuations and political realities can prevail in the markets.
From Zacks: Eight years ago, the S&P 500 hit its Great Recession closing low, and since then, equities around the globe have been soaring. In fact, an S&P 500 investment on March 10th 2009 of $10,000 would have been worth over $40,000 today if you had been reinvesting dividends (according to data from Morningstar).
From BlackRock: The rally in value stocks may have stalled, but Russ Koesterich discusses why the trend still has further to go.