Strategists at JPMorgan prefer value stocks over growth stocks, and are optimistic that the economy will sustain positive momentum, reports an article in The Street. Though growth stocks have dipped…
Tag: Growth Investing
Evidence Shows Value Has Beaten Growth For Longer Than We Thought
The value effect—the pattern of value stocks outperforming growth stocks—has been around for a lot longer than most people realize, contends an article in MarketWatch, and there is historical data…
Small Growth Funds Had a Great Run But Their Investors Did Not
An article in CityWireUSA quotes the maxim “the more volatile the asset class, the worse the investor behavior,” and examines the active funds in Morningstar’s Small Growth category to back…
A Look at Changing Factor Exposures in an Evolving Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…
ARK’s Rise & Fall: 4 Lessons
The biggest success story to come out of 2020 was the dizzying rise of Cathie Wood’s ARK Invest, but 2021 was a far different story, details an article in Barron’s.…