Following last week’s “hotter” than expected CPI release, the sole focus for the money and bond markets was to, yet again, dial back their Fed rate cut expectations. Ahead of the May FOMC meeting, Kevin Flanagan dives into an aspect of Fed policy decision-making that has been flying under the radar: the balance sheet.
Growth investing has performed strongly within U.S. equities for over a decade, however, last month the markets saw a distinct shift and the performance of value-oriented strategies accelerated. Christopher Gannatti demonstrates this shift by comparing some value funds to a few growth strategies.