A number of people have reached out recently to ask if the current market broadening will provide momentum to equal-weight strategies. What frequently goes unnoticed is that over the past year, both equal weight and small caps have already outpaced the S&P 500.
On a related note, growth and value indexes are structured quite differently from one another. Consequently, whenever someone discusses the performance of growth stocks or value stocks, it is essential to understand the specific index methodology they are using as a benchmark.
@Bloomberg
[Past performance is no guarantee of future results]
On a related note, growth and value indexes are structured quite differently from one another. Consequently, whenever someone discusses the performance of growth stocks or value stocks, it is essential to understand the specific index methodology they are using as a benchmark.
@Bloomberg
[Past performance is no guarantee of future results]