Value vs growth

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1401171512
Article
9 min
Asset allocation Economic cycle Value vs growth iStrat program Equity Fundamental equity Article Tactical allocation iStrat
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Value stocks: Rules of thumb are meant to be broken

What will it take for value stocks to bounce back from a long period of underperformance? Members of our iStrat Team say that, conventional wisdom aside, it's not all about the economic cycle and offer their outlook for the next three to five years.

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By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
Karoline Ellis
Karoline Ellis
event
9 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
topofmind-hero-banner
Article
7 min
Value vs growth Macro and market iStrat Small-cap Equity Top of Mind iStrat program Article Tactical allocation
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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By

Adam Berger
Adam Berger, CFA
Nataliya Kofman
Nataliya Kofman
event
7 min
Article
2025-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370464429
1370464429
Article
18 min
Small-cap Equity Value vs growth Macro and market Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A turning point for US small caps

Myth busting US small caps: why now could be a compelling entry point for the asset class.

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Multiple authors

event
18 min
Article
2025-04-30
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