Inflation, an issue which the Federal Reserve initially discussed as a transitory event driven by pandemic-related supply chain bottlenecks and staffing shortages, may persist longer than expected due to the economic sanctions being placed on Russian oil exports. Oil is a critical input to the global economy, and the recent surge in prices will lead to higher producer and consumer prices in months to come. Inflation and Retirement Inflation is one of the largest risks facing retirees, ... [Continue Reading]
Small Value Stocks
Articles and resources related to Small Value Stocks.
Many market commentators are clamoring over the recent performance of markets as they respond to positive vaccine news and clarity around the outcome of our presidential election. These events have driven stock markets higher, notably small value stocks. Using Russell index data, we’ve seen small value companies rise 23.6% from October 1 through November 30, while large growth stocks have risen by 6.5%. 1 This outperformance of small value by 17.1% over such a short period has commentators ... [Continue Reading]
In this short video clip, Value Stocks and Recent Performance, CCM's James Yaworski, CFA, Senior Investment Strategist, discusses how recent market performance compares to historical performance. He specifically provides insights on the recent underperformance of value stocks, and shows why investors should also account for company profitability when constructing portfolios. NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We ... [Continue Reading]