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…
Tag: Value vs. Growth
How Long Will Value’s Moment Last?
With large value stocks beating out costlier growth stocks by the most of any 50-day period in the last 20 years, value investing is having a moment. But how long…
Value Stocks Are Better Bets Than Growth
Don’t count value stocks out as a just a short-term bet, an article in Barron’s contends. With a recent boost from the economic recovery, value stocks are looking to be…
Wall Street Pros: Great Stock Rotation Has Legs
Wall Street experts are going all in on this big stock call for 2022: high-growth tech favorites will cease to be leaders, thanks to the bond selloff at the start…
Cheap Stocks Will Have Their Day In 2022
Counting on cheap stocks to outperform shares of fast-growing companies hasn’t been a winning approach for years, but many managers are expecting that to change in 2022, with partial thanks…
Go All In On Treasuries At 3%
Hold off on dumping your high-priced growth stocks for cheaper value shares while bond yields increase, until the benchmark Treasuries yields 3%, advises an article in Bloomberg that cites research…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Look For Value Stocks To Win Over The Next Decade
Since 2010, growth stocks have produced a 17.4% annualized return, much higher than the 10.6% return on value stocks. But don’t count value investing out yet. According to a recent…
For Value Investors, Avoiding Growth Companies Can Hurt Returns
Although many value investors may avoid growth companies altogether, one asset manager believes such an approach is “fundamentally flawed” according to a recent article in Institutional Investor. Applied Finance, a…
Buffett’s Favorite Writer on the Value-Growth Quandary
In a recent interview at his annual Strategic Investment Conference, Oaktree Capital Management co-founder Howard Marks shared his thoughts on value and growth investing with John Mauldin (of Mauldin Economics). …
