Portfolio Management

A Broader Market, but Not a “Value” Rotation October 09, 2020

Posted by Bryce Coward, CFA in Markets, Portfolio Management

In recent weeks the market has been notably broader in terms of the upside participation from stocks other than FAANMGs. Typically, this type of action in the early stages of a business cycle would be strongly associated with the “value” style working, since “value” companies…

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Value over Growth or More of the Same? August 14, 2020

Posted by Bryce Coward, CFA in Economy, Markets, Portfolio Management

Over the last few weeks there has been quite a bit of chatter among strategists about whether the market is undergoing a sustainable rotation into “value” stocks from “growth” stocks. It’s a bit surprising to us to see the outpouring of commentary on the issue,…

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