The stock market is going through a historical cycle right now, and most investors aren’t aware of it, given the composition ...

While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth ...

Investors must always understand where they are in the stock market cycle. This is easier said than done, as all the noise can often blind participants to what they should be looking into and thinking ...

One of the most reliable gauges of sentiment in the stock market is where growth stocks trade relative to value stocks, since any given extreme can signal above-average optimism or pessimism, creating ...

"Managers across the value spectrum delivered excess returns to investors through full-market cycles over the last 30 years," writes Spencer Logan. The current resurgence in value stocks calls for a ...