Does Sector Rotation Mean Value Stocks Will Outperform?

Despite a long run of underperformance, the time may be at hand for value stocks to overtake growth stocks and reclaim market leadership. Over the last three years alone, the iShares Russell 1000 Growth ETF (NYSEMKT:IWF) has soared at a 21% annualized clip, while the iShares Russell 1000 Value ETF (NYSEMKT:IWD) has risen only 2.5% each year. That gap has grown even wider in 2020, with large cap growth stocks outperforming their value counterparts by 32 percentage points, while small cap growth has beaten small value by nearly 25 percentage points.

As an investor, you need to determine why growth has beaten value, and whether the tide will turn.

What’s in an index?

Tech titans like Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) have been driving markets higher, with the Tech sector up 35% in 2020. Meanwhile, the Financials sector has fallen 6% year to date, while Energy has plummeted 33%.

Man looking at a glowing crystal ball to determine the future.

Image

Read More

Industrial Properties Forecast To Outperform Peers



a sign on the side of a road


© Provided by Benzinga



Real Estate Roundup is a weekly rundown of developments in the world of industrial real estate used for logistics and transportation. This week: Industrial real estate performance forecast; trucking provides the key link for new gold mining project in Alaska.

Industrial real estate has survived, if not thrived, during this year’s pandemic-induced recession. The reasons are well documented and well known, largely predicated on the strength of online commerce.

Loading...

Load Error

The Urban Land Institute (ULI), a Washington-based think tank focused on land use and real estate, recently issued some numbers that show just how well industrial real estate has performed, especially in comparison to other real estate categories like office, retail and hotels.

According to ULI’s survey of economists and industry analysts, rental income from industrial real estate is forecast to grow at an average annual rate of 2.1% from this year through 2022. That

Read More