Value Is Not Dead – It Just Needs a New Definition
Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1 presents the performance of US Large Cap Growth and Value stocks as measured by the Russell 1000 style indexes and compares them to the performance of the S&P 500 Index. Figure 1. US Large Cap […]
How Do MarketGrader’s Smart Beta Indexes Stack Up Against Active Managers?
We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their passive benchmarks. However, many investors don’t follow the benchmark, with almost 50% of all assets in global equity funds still invested in actively managed funds[1]. And given that our index methodology centers on stock selection […]
U.S. Stocks Have Delivered Returns of at Least 20% in Six of the Last 10 Years – MarketGrader’s U.S. Core Indexes Have Done Even Better
The MarketGrader Indexes closed a solid 2024 with 68% outperforming their benchmarks across global markets, and now nine out of every 10 MarketGrader Indexes lead their bogey on an annualized basis in the last decade. This is clear proof that our GARP-based selection is not limited to the US market but that it works globally, […]
MarketGrader Indexes – 2023 Performance Review
MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to be a strong year for most equity markets around the world.
Chinese Equities: Positioned for a Rebound
Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be happy to bid farewell to what has been one of the most challenging years in the past two decades. The global repricing of risk assets as a result of tighter monetary policies emanating from most […]
The Barron’s 400, An Index for all Seasons
The Barron’s 400 index approach is focused on consistency rather than market timing. To use a baseball analogy, B400 focuses on consistently hitting singles and doubles to drive in runs, rather than swinging for the fences trying to hit home runs with each at-bat. This means that although B400 won’t always rank 1st in returns […]
The Barron’s 400 Index Makes Historic Sector Changes In its Latest Semi-Annual Reconstitution
The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of constituents following its most recent rebalance, at the close of trading, on Friday September 16th. In its latest reshuffle, B400 replaced 166 of its constituents (three of these replacements occurred because of corporate actions), or 41.5% of its members, slightly below […]
Are Stocks Cheap Enough Yet? It Depends Where You Look
While some parts of the U.S. market still look expensive, the recent selloff has created buying opportunities among overlooked names. As the Federal Reserve works to reestablish its inflation-fighting credentials, equity investors are rediscovering the impact that higher rates—and a higher cost of capital—has on company profits that are projected years, rather than months, into […]
Barron’s 400 Index Leans Into Natural Resource Companies In Latest Rebalance
The Barron’s 400 Index (B400), a collaboration between MarketGrader and Barron’s, which seeks to track the most fundamentally sound companies in the United States based on a Growth-at-a-Reasonable-Price (GARP) methodology, completed its most recent semi-annual reconstitution and rebalance at the close of trading on Friday, March 18th. The Index replaced 177 of its 400 constituents, […]
