Bridging the Gap – Value vs Growth

Tag: growth

Capital building with volatile graph line showing that stocks are volatile during election years.
Capital building with volatile graph line showing that stocks are volatile during election years.
MARKET INSIGHTS
Election Years - Value vs. Growth

We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.

Hill of sand
Hill of sand
MARKET INSIGHTS
Shifting Sands - Is It Time For Small Cap Value?

We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.