United States, Institutional
Change
Showing
of
Insights Posts
Article
9 min
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.
9 min
Article
2026-05-31
Article
7 min
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.
7 min
Article
2025-05-31
Article
18 min
A turning point for US small caps
Myth busting US small caps: why now could be a compelling entry point for the asset class.
18 min
Article
2025-04-30
Article
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
Continue reading
Article
2023-07-31
Quick Take
Recently, I wrote about the rotation from growth to value and why some of my colleagues and I expect volatility, more than a smooth transition of leadership, to define markets. The thesis is rooted in the fact that seismic macro questions loom over markets and are likely to trigger violent fluctuations in investor conviction. Earlier this month, Macro Strategist John Butler dissected one of these questions: Will the negative correlation between stocks and bonds turn positive?
Continue reading
By
Quick Take
2022-05-31
We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.
Continue reading
2022-12-31
URL References
Related Insights