Sentences with phrase «during periods of growth stock»

During periods of growth stock underperformance, the Fund's performance may suffer.

Not exact matches

It's also one of the best investments you can make, as evidenced by its history of outperforming both the stock and housing markets even during periods of double - digit growth rates.

The evidence is clear that value stocks perform better in periods of high inflation, and growth stocks perform better during periods of low inflation.

I'd put 75 % of assets into higher growth buy - and - hold - forever stocks like Brown Forman, Colgate - Palmolive, Hershey, and Nike, and then the remaining 25 % into Fisherified value stocks like DineEquity during the 2010 through 2015 stretch when it was cheap at the beginning of the period while simultaneously increasing its intrinsic value due to the receipt of significant one - time franchise fees.

Dividend stocks are enticing to investors during periods of volatility because in such a market they tend to perform well relative to more growth - oriented or higher - risk equities.

I'd put 75 % of assets into higher growth buy - and - hold - forever stocks like Brown Forman, Colgate - Palmolive, Hershey, and Nike, and then the remaining 25 % into Fisherified value stocks like DineEquity during the 2010 through 2015 stretch when it was cheap at the beginning of the period while simultaneously increasing its intrinsic value due to the receipt of significant one - time franchise fees.

In fact, one of the longest periods of growth - stock outperformance on record occurred during the past decade, from 2007 through 2015.

Stock prices tend to rise during periods of inflation when more dollars are pouring into the markets, independent of real economic growth.

The evidence is clear that value stocks perform better in periods of high inflation, and growth stocks perform better during periods of low inflation.

As discussed in prior communications, these results have come during an extended period of growth stocks outperforming their out - of - favor value counterparts.

Value stocks outperformed growth stocks 60 % of the time during that period.

The strong quarterly performance of high beta stocks makes sense when you consider that high beta can outpace low volatility during periods of rising 10 - year Treasury yields and stronger economic growth, when investor demand for defensive stocks may ease.

Continuing with our perfect 20 - 20 hindsight, in June of 2000 the growth index had a fraction of a percent in energy stocks, which as a group has risen 55 percent during the period.

During periods of a flatter curve, it's growth stocks that have had the advantage.

This performance, and the performance of cyclical stocks during these months, fits with much of the research which shows that during periods of optimism and high expectations cheaper stocks perform better than growth companies.

Ben's chart is an update of an analysis performed by William Bernstein during the last period (the late 1990s) when growth stocks outperformed value stocks.

There's no guarantee this relationship will remain at or near historic lows, although correlations between stocks and bonds tend to stay low during periods of sluggish growth and low inflation, which pretty well describes the current economic outlook.

During periods of accelerating economic growth stocks tend to outperform bonds and bond yields are forced to rise in order to remain attractive as investments.