Analysis: Value stocks surge boosts 2020’s losers as investors bet on economic revival

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Investors are weighing how much further a rally in value stocks can run, as expectations for greater fiscal spending under a Democrat-controlled ...

Investors are weighing how much further a rally in value stocks can run, as expectations for greater fiscal spending under a Democrat-controlled Congress add momentum to the surging shares of companies that took a beating for most of 2020.

That kind of outperformance is well outside the norm for value stocks, which badly trailed growth companies in the years since the financial crisis and especially in 2020, when the “stay at home” trend of 2020 buoyed big tech stocks for most of the year. "The lockdown mode ... is going to end at some point and I think Wall Street is getting comfortable with that idea," said Paul Nolte, portfolio manager at Kingsview Investment Management, which in recent months cut its technology holdings.Advertisement

Among those are delays with the U.S. vaccine rollouts, a potential factor that analysts at Deutsche Bank said was among the top risks to their recently upgraded forecast for U.S. growth. U.S. economic growth could top 5per cent in 2021, on a fourth- quarter on fourth-quarter basis, if lawmakers pass another US$900 billion in fiscal spending over the next few months, analysts at JPMorgan wrote last week, up from their forecast of 3.8per cent.

 

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