Recession fears loom over value stocks

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Their outperformance vs. growth is starting to wane

Fears of a potential economic slowdown are clouding the outlook for value stocks, which have outperformed broader indexes this year in the face of surging inflation and rising interest rates.

“If you think we are in a recession or are going into a recession, that does not necessarily ... work to the advantage of value stocks,” said Chuck Carlson, chief executive at Horizon Investment Services. But energy shares along with crude prices and other commodities have tumbled in recent weeks on concerns that a recession would sap demand.

At the same time, tech and other growth companies also tend to have businesses that are less cyclical and more likely able to weather a broad economic slowdown. Meanwhile, earnings per share for value companies are expected to rise 15.6% this year, more than twice the rate of growth companies, Credit Suisse estimates.

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