Search Results for: value stock

Major Central Bank Balance Sheets vs. Total Value of Global Stock and Bond Markets Are central banks creating bubbles? Image: Lohman Econometrics

Value Cumulative Returns – U.S. Stock Market Value has made a strong comeback in recent months. Image: Financial Times

U.S. Value vs. Growth Stocks – 10-Year Annualized Returns The 10-year annualized return for value vs. growth stocks remains deeply negative, despite the recent strength in value stocks. Image: BofA Global Research

Energy Stocks – MSCI World Energy Index and Book Value Are energy stocks a buying opportunity? Image: Gavekal, Macrobond

China’s Stock Market Value China’s stock market value hits record high as the China’s economy continues to bounce back from the coronavirus pandemic. Image: Financial Times

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

Value vs. Growth Stocks and U.S. 5-Year Inflation Breakeven Rate According to BofA, value stocks are broken after the worst performance relative to growth over a 10-year period. Image: BofA Research Investment Committee

Value vs. Growth Stocks – 10-Year Annualized Returns The worst ever returns to value stocks. Will value stocks outperform growth stocks in the recovery phase? Image: BofA Research Investment Committee

Share of S&P 500’s Total Market Value, Five Biggest Stocks The market capitalization of the five largest companies now accounts for 20.4% of S&P 500 total and has nearly doubled since 2013. Image: The Wall Street Journal

S&P 500 vs. Value Line Geometric Index (Median U.S. Stocks) The Value Line Geometric Index (median U.S. stock) has gone nowhere in 23 years! Image: BCA Research

U.S. Stock Value (HML) Drawdowns Is traditional value investing dead? Value factor is down -51% from the peak. Image: Professor Kenneth R. French