Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.