Gyrations: Growth over Value The second quarter showed some stark contrasts to earlier periods this year with significant month-by-month differences. While Value was up in Q1 and Growth was down,…
Liza StewartJuly 12, 2021
Re-rotation to Quality and Growth While some thought that Value stocks would continue their rally through the end of the year, April proved them wrong. But was April’s rotation to…
Liza StewartMay 10, 2021
Good Things Come to Those Who Wait: Value Dominates Every Region We thought Value’s comeback in January and February was strong, but March showed them both just how much more dominant…
Liza StewartApril 12, 2021
Value Roars Back to Life Globally People have been talking about Value’s comeback for several years, and February 2021 saw that rotation in full swing, all around the world. In…
Liza StewartMarch 10, 2021
Worldwide equity factors turn about-face from 2020 Factors continued their rotation away from Growth and Quality and toward Small Caps and High Volatility stocks in most regions. In this report,…
Liza StewartFebruary 10, 2021
Did Value and Small Caps continue their surprise turnaround, or did Growth stage a comeback? What's in store for 2021? In this report, you'll read about: How Factors Performed in Q4…
Liza StewartJanuary 10, 2021
We forecasted in our October analysis that regardless of who wins the US Election, we were likely to see a global factor rotation to Value. In November, they did just that!…
Liza StewartDecember 8, 2020
As we concluded in a recent blog post, stimulatory policies by newly elected Presidents lead to rising markets and outperformance over the subsequent half year by Value, Small Cap and High…
Liza StewartNovember 9, 2020
Did Factors Continue their Recent Trends? September had a major reversal of factor performance, but was it enough to undo previous months' returns? In this report, you'll read about: How…
Liza StewartOctober 9, 2020
