Value Stocks – Net % OW Late Cyclicals
Value Stocks – Net % OW Late Cyclicals If inflation persists, should investors continue to look towards value and cyclical stocks? Image: BofA Global Fund Manager Survey
Value Stocks – Net % OW Late Cyclicals If inflation persists, should investors continue to look towards value and cyclical stocks? Image: BofA Global Fund Manager Survey
Value Stocks – U.S. 10-Year Treasury Yield and U.S. Value / U.S. Growth Is the value rotation in the U.S. stock market over? Image: Gavekal, Macrobond
Global Value Stocks Relative to Growth Stocks Is it time for investors to favor value stocks vs. growth stocks? Image: Financial Times
Flow – U.S. Value Stocks Second largest 3-week inflow ever to value stocks. Should investors forget growth stocks? Image: BofA Global Investment Strategy
Value Stocks – ISM Manufacturing New Orders Index vs. S&P 500 High Beta Index/S&P 500 Low Volatility Index Value stocks should benefit from an economic rebound, as the ISM Manufacturing New Orders Index is at a 17-year high. Image: Morgan Stanley Wealth Management
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
Growth Stocks vs. Value Stocks Growth stocks continue to outperform value stocks so far. Image: Goldman Sachs Global Investment Research
Six-Month Return on U.S. Growth Stocks Minus Value Stocks Trees don’t grow to the sky, but so far, investors continue to pile into growth stocks. Image: The Wall Street Journal
Performance of U.S. Growth vs. Value Stocks, U.S. vs. non-U.S. Equities and S&P Cyclicals vs. Defensives Equity rotation are delivering for non-U.S. vs. U.S. markets and Cyclicals vs. Defensives, but not for Value vs. Growth. Image: J.P. Morgan
Large Growth Stocks vs. Large Value Stocks Growth vs. value is back to the internet bubble peak. Image: Fidelity Investments
Relative P/E of Value Stocks vs. S&P 500 vs. U.S. Manufacturing PMI Index BofA remains bullish on value stocks in the coming months, due to improving macro conditions. Image: BofA U.S. Equity and Quant Strategy