Still Far to Go in New Value Cycle

May 15, 2023

Key Takeaways

• We are in the early stages of a new market cycle characterized by higher volatility, inflation and interest rates and
  creating conditions where value stocks thrive.
• New market cycles are characterized by future leaders beginning extremely cheap, and valuation spreads remain at historic highs despite two years of strong performance.
• As investors recognize there is no return to the pre-COVID growth cycle, value stocks will shift toward historically normalized levels, creating compelling opportunities for investors.

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The Value of Value is Still Compelling

April 04, 2023

Market cycle arcs persist until completed, and there is still a long way to go in favor of value.

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A Comeback for Value: Pessimism Paves the Way

March 28, 2016

Despite downbeat news about global growth and recent earnings, we believe the time to invest in value stocks has seldom been better. In our new white paper, we discuss how periods like this one, marked by fears of recession and lowered expectations, are part of the market's healing process and create a positive environment for a renaissance in value investing.

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