The Recent Rally for Value Might Not Last
The Recent Rally for Value Might Not Last

Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…

JPMorgan: Value Rotation Will Continue

Marko Kolanovic, JPMorgan’s global head of macro quant and derivatives strategy, says the “massive rotation into value stocks that rocked investors two months ago is going to extend to 2020,”…

Rotation Out of Bonds Might Be Coming

The probability that funds will flow into equities “at the possible expense of debt” is increasing, despite forecasts to the contrary. This according to Credit Suisse Group AG, reported in…