Sharing Research on Value vs. Growth stocks
We’ve talked a lot about the similarities of the markets in the last few years relative to the late 90’s. Here is exhibit A of that notion. This is a chart of the performance of Value vs. Growth stocks since 1998. We’re approaching the most extreme levels of 1999-2000. The only saving grace is that many more Allocators and Macro Strategists are starting to question whether it’s time to rotate to value. I can only hope so, sooner than later too.