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Goodbye Growth

Updated: Aug 31, 2018

Michael Jamison, Portfolio Manager

July 31, 2018

Though the evidence, compiled by Morgan Stanley may be a bit short on time, it appears the long-awaited shift from growth stocks to value stocks could be about to change. I believe a change from growth to value stocks will bring about another leg up in the equity markets and presents a great opportunity for investors.

“There is evidence of a turn” in the relationship between shares of faster-growing companies and lower-priced stocks, according to Mike Wilson, chief U.S. equity strategist at Morgan Stanley. Wilson compared the performance and valuation of the Russell 1000 growth and value indexes in a report Monday. The ratio between the gauges fell in the last three trading days by 3.9 percent, its steepest decline since May 2009, according to data compiled by Bloomberg. In between the two slumps, the ratio rose 50 percent.


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