Warming Up to a ‘Value Rotation’
September 13, 2024 at 11:01 AM EDT
SUMMARY Growth stocks have outperformed Value for 15 years. However, macro conditions potentially starting to favor Value, in our view. Relative price momentum change needed for confirmation. We will ‘lean not leap’ into any ‘regime change.’ “Being too far ahead of your time is indistinguishable from being wrong” – Howard Marks, Oaktree Capital Management One [...] The post Warming Up to a ‘Value Rotation’ appeared first on ETF Trends .
