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Growth

Jun 07 2016

Glamour Growth Stocks: Better For The Long Haul

  • Jun 7, 2016

Are Glamour Growth stocks a good investment? Using data from the past 30 years, we found very different outcomes depending on the duration of investment. The best results are attained with a long-term holding period in mind.

Apr 07 2016

Implications Of Low Growth, Low Inflation, Low Rates

  • Apr 7, 2016

The current environment will likely persist longer than most expect which will put further downward pressure on profit margins. As margins come under pressure, companies increase leverage to prop up ROE. However, the market wants higher duration, not higher leverage.

Mar 07 2016

Growth vs Value vs Cyclicals

  • Mar 7, 2016

Small Cap Growth stocks have gotten off to a rotten start in 2016—down almost 12%. On a relative basis, the segment has also been lagging Small Cap Value—underperforming by 9% since last July.

Nov 06 2015

Growth vs Value vs Cyclicals

  • Nov 6, 2015

Growth Edges Out Value As Stocks Rebound

Sep 09 2015

Growth / Value / Cyclicals

  • Sep 9, 2015

Despite the down market, Large Cap Growth expanded its YTD outperformance over Value—now almost 11%. 

Aug 07 2015

Growth/Value/Cyclicals

  • Aug 7, 2015

Growth Showing No Mercy To Value

Jul 08 2015

Growth vs Value vs Cyclicals

  • Jul 8, 2015

First Half Of 2015 All About Growth

Jun 05 2015

Searching For Growth In Emerging Markets

  • Jun 5, 2015

Even though the ten EM sectors are growing at a much stronger pace than corresponding U.S. sectors on the Top-Line, only a small margin exceed the U.S. in terms of EPS growth.

Jun 04 2015

Growth, Value, Cyclicals

  • Jun 4, 2015

Small Cap Growth stocks were the clear outperformers in May, up almost 4%. Growth stocks are still in favor when comparing YTD figures, with the performance gap especially prevalent in the Small and Large Cap spaces.

May 07 2015

Growth, Value, Cyclicals

  • May 7, 2015

Value stocks, recent underachievers, regained some lost ground in April. Large Cap Value was the month’s big winner—helped in large part by rallying energy firms. Large Cap Growth still leads YTD by more than 5%.

Apr 07 2015

Growth, Value, Cyclicals

  • Apr 7, 2015

Growth Continues Run In Q1

Mar 06 2015

Growth, Value, Cyclicals

  • Mar 6, 2015

Growth Stocks Dominating Value

Feb 05 2015

Growth/Value/Cyclicals

  • Feb 5, 2015

Momentum Continues For Growth Stocks

Jan 08 2015

Growth, Value, Cyclicals

  • Jan 8, 2015

Growth Strong In Second Half Of 2014

Dec 05 2014

Growth/Value/Cyclicals

  • Dec 5, 2014

Growth Stocks Better In November

Nov 06 2014

Growth vs Value vs Cyclicals

  • Nov 6, 2014

Large Cap Value Left Out Of October Surge

Oct 07 2014

Growth/Value/Cyclicals

  • Oct 7, 2014

Growth Stocks Better In Rough September

Sep 08 2014

Growth/Value/Cyclicals

  • Sep 8, 2014

Large Cap Growth has had an impressive advantage over Large Cap Value in six of the past seven years but that trend is reversing in 2014.

Aug 07 2014

Growth/Value/Cyclicals

  • Aug 7, 2014

Growth And Value Go Down Together

Jul 08 2014

Separating Earnings And Sales Growth

  • Jul 8, 2014

With the two factors decoupling, we examine if either one has been adding more value.