Tariffs, Rhetoric, and Reality: Navigating Market Uncertainty

Tag: growth

two sides of a bridge not connected to describe the current gap between value vs growth stocks.
two sides of a bridge not connected to describe the current gap between value vs growth stocks.
MARKET INSIGHTS
Bridging the Gap - Value vs Growth

As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.

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.