A Shift in Market Leadership Is Reassuring When Stocks Get Frothy

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Heard on the Street: In a market riddled with signs of euphoria and speculation, a rotation away from tech stocks and toward cheaper ones is a breath of fresh air

Value stocks globally have just recorded their strongest short-term performance against growth stocks in over a decade. In a market riddled with signs of froth and euphoria, that’s a healthy development.

The MSCI All Country World Value Index—heavy on less-expensive financial, healthcare and industrial stocks—is beating its growth-stocks equivalent by 11.3 percentage points over the past 12 weeks. That’s its biggest advantage since mid-2009, when the equity market was climbing off the floor following the global financial crisis.

Of course, that follows last year’s even-larger outperformance by richly valued growth stocks, the greatest since the heat of the dot-com bubble. In general, growth stocks—led not just by the U.S. FAANG set but also the emergingThere is no magic formula that says value and growth stocks must equilibrate.carry a premium price, but the companies are experiencing tremendous earnings growth.

Bank of America analysts see an analogy with the rotation toward value after the internet stock bubble burst in 2000. But there is a clear difference so far: Broad stock indexes both in the U.S. and the rest of the world in aggregate are still at or near record highs.

 

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