Skip to content
Sep 09 2024
Market Internals

Growth vs Value vs Cyclicals

  • Sep 9, 2024

Royal Blue Growth (+4%) was our best performing style box in August. That gain has pushed this large-growth proxy’s median P/E ratio to 42.8x—the most extreme observation since the contemporary peak of 45.0x set in December 2021.

Login

For full access, please enter your credentials.

About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

Perception for the Professional
May 2026 Issue

Leuthold Group - Perception for the Professional (Green Book) Cover

Featured Articles

Sector Navigator
May 2026 Issue

Leuthold Group - Sector Navigator (Blue Book) Cover

Recent Tags
[ALL]

Recession (72) Contagion (1) Iran War (1) Oil (49) Gold (84) War (1) Energy (91) Momentum (185) Small Caps (190) Factors (93) Inflation (585) GDP (45) Trump (2) Time Cycles (7) China (46) Germany (5) Banks (18) Dreams and Nightmares (6) Debt (14) Bank Lending (2)