While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth ...

After the global financial crisis of 2008/09, U.S. equities - particularly growth-oriented U.S. equities - went on a run. For an extended period in 2022, it started looking like the growth rally was ...

Investors must always understand where they are in the stock market cycle. This is easier said than done, as all the noise can often blind participants to what they should be looking into and thinking ...

One of the most reliable gauges of sentiment in the stock market is where growth stocks trade relative to value stocks, since any given extreme can signal above-average optimism or pessimism, creating ...

The S&P 500’s move this year to new highs has been led by a strong rotation into value and cyclical stocks. As of April 26, the five best-performing sectors year-to-date are, in order, Energy, ...

"Managers across the value spectrum delivered excess returns to investors through full-market cycles over the last 30 years," writes Spencer Logan. The current resurgence in value stocks calls for a ...

The small-cap value ETFs are a great way to ready up for a return of lower rates and a value rotation. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

Market watchers and investors have been watching and participating in the rotation out of growth stocks and into value names for several quarters, although many differ on just how long this rotation ...

The stock market is going through a historical cycle right now, and most investors aren’t aware of it, given the composition and weighting of the broader S&P 500 and Nasdaq-100 indexes. Considering ...