value

Ray Dalio, founder of Bridgewater Associates, in a conversation with David Friedberg on the All-In Podcast, highlighted the importance of pricing in investment strategies led by “productivity growth drivers,” particularly in the context of artificial intelligence, and global economic...

Exchange-traded funds (ETFs) focused on growth equities – characterized by robust revenue growth, high valuations, and strong potential for innovation – experienced elevated inflows in June. This surge in interest towards growth-linked funds coincided with a significant outperformance of...

Bank of America’s technical analyst Stephen Suttmeier shed light on the diverging paths of value and growth stocks, underscored by the performance of the iShares Russell 1000 Growth ETF (NYSE:IWF) and the iShares Russell 1000 Value ETF (NYSE:IWD). Despite both reaching unprecedented heights...

As the recruitment landscape continues to transform, many employers are prioritizing practical abilities over academic credentials. What Happened: Per ZipRecruiter, about 45% of businesses have reduced their reliance on degree qualifications for certain positions. A survey of more than 2,000...

U.S. large-cap value stocks have outperformed growth peers by a modest margin in July, potentially indicating a reversal of the trend witnessed throughout 2023. The Vanguard Value ETF (NYSE:VTV), the largest and most liquid exchange traded fund investing in U.S. large-cap value stocks, has...

The Dow Jones Industrial Average has officially entered a bull market, soaring more than 20% since the November 2022 lows. Despite starting the bull market later than the S&P 500 and Nasdaq 100, which were more exposed to the AI-tech bullish wave, blue-chip stocks are now attracting investors...

A team of quantitative equity analysts at Citigroup, led by Chris Montagu, has highlighted the continued importance of AI-related stocks in bolstering the growth equity style.  These stocks, primarily consisting of mega-cap companies, are expected to provide further support during the final...

The surge of artificial intelligence (AI), the supremacy of the internet giants and expectations of the Fed's tightening cycle nearing its end are propelling growth companies to outperform value stocks. The growth equity style has made a remarkable recovery in the first five months of...

Value stocks fell to a fifteen-month low in relation to growth stocks, and are already lagging by more than 20% year to date on the heels of an AI-related rally propelling equities in the technology sector.  On Thursday, the ratio between the iShares Russell 1000 Value ETF (ARCA: IWD...

A survey conducted by Bank of America Corp. revealed fund managers' pessimism reached the highest level in 2023 as investors increased cash balances and became more pessimistic about growth. Long big tech (32%), short banks (22%) and short the U.S. dollar (16%) were found to be the...

The first four and a half months of 2023 have been broadly positive so far for U.S. stocks, with the S&P 500 index, which is closely tracked by the SPDR S&P 500 ETF Trust (ARCA: SPY), gaining 8%.  Significant performance differences have emerged across sectors and styles, with...

The value factor is lagging its growth and momentum rivals in a big way this year, but that does not mean obituaries for value stocks should be written. Some exchange-traded funds dedicated to value stocks offer long-term promise, particularly at a time when the value factor is doing what it is...

Warren Buffett is best known for not making notable changes to his investment philosophy over the decades. Investors looking to coat-tail his value investment strategy should take a look at some of the statistics compiled by Goldman Sachs' strategist Ben Snider. Buffett's investment...

Among single-factor exchange-traded funds, the offerings focused on value were among those able to outperform broader, capitalization-weighted benchmarks in 2016. Investors rewarded value's resurgence by sending billions of dollars of fresh capital into value ETFs, and for some value ETFs, that...

The value factor is experiencing a renaissance of sorts this year, and that theme, as it pertains to exchange-traded funds, has been amplified in the weeks following last month's U.S. presidential election. That is right. Love him or hate him, President-elect Donald Trump seems to be having a...