Jeffrey Gundlach: Growth Has Stopped Outperforming, The Tailwind Is For Value

Johnny HopkinsJeffrey GundlachLeave a Comment

In his recent Macro Overview Presentation, Jeffrey Gundlach says growth has stopped outperforming, the tailwind is for value. Here’s an excerpt from the overview:

Gundlach: Growth has stopped outperforming. It’s exactly the same trend of course, the Nasdaq up from the S&P and growth outperforming value.

But now value has double bottomed again just like the Nasdaq versus the S&P and it’s moving higher, so value is the way to go.

Everyone’s always going to own some equities but in our current environment the tailwind is for value outperforming growth.

You can watch the entire discussion here:

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:

unlimited

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.