Musings of a Money Manager

Musings of a Money Manager

Value vs Growth: Is a Decade of New Leadership Upon Us?

John Rothe, CMT's avatar
John Rothe, CMT
Jan 24, 2023
∙ Paid

After the tumultuous stock market swings of this year, many investors are starting to re-evaluate their portfolios and are wondering Value vs Growth, which will outperform going forward?

Since the Great Financial Crisis of 2008-2009, growth stocks have significantly outperformed their value counterparts.

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However, the tides may be turning after rising interest rates and a strong US dollar have had a significantly negative impact on some of the leading names within the technology sector.

FANNG STOCKS

As interest rates rose during 2022, the so-called darlings of the technology sector, often referred to as FANNG stocks, saw large price declines since their January 2022 peak.

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