Value/Growth Ratio
Jul
08
2020
Different Paths, Same Ending?
For those who believe the economy “drives” trends in stock market leadership, consider the cases of 1999-2000 and 2019-2020.
Mar
17
2020
Valuation Dispersions Reach 2009 Levels
The recent market turmoil has only served to exacerbate equity style trends that have been in place for years, with Value, Small Caps, and High Beta all underperforming relative to Growth / Momentum, Large Cap, and Low Volatility, respectively.
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