A Rebound for Value Stocks

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By Mike Liss - October 2019

Value stocks rallied this latest quarter and performed evenly with growth stocks for the first time since 2016. It’s too early to declare victory, but regardless, we’re still pushing forward to find the best balance of risk and reward for clients.

Looking at the economy, several crosscurrents are out there having an impact. Among those are flat corporate earnings, ongoing trade war rhetoric and a slowdown in manufacturing. In addition, the Fed’s interest rate cut, and the inverted yield curve sparked recession fears.

We’re not raising the recession flag, but believe these conditions represent a slowing economy. Plus, there is still good news in the service sectors and with consumer sentiment—even a little bit of inflation won’t be bad news.

Watch my latest video for more of my thoughts on the economy and where we’re seeing the best opportunities now for value investing.

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Mike Liss
VP, Sr. Portfolio Manager
Global Value Equity

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