• Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM
Contact Us
  • Phone404-816-7714
  • Address458 E. Paces Ferry RD NE First Floor Atlanta, Georgia 30305
  • Open HoursMonday-Friday 9 AM - 5 PM

Weekly Market Recap

Market Summary

  • Financial markets (DOW, NASDAQ, S&P500) all finished lower to end the week
  • Long-term indicators for an ongoing sector rotation from growth into value remain
    • small cap value continues recent outperformance
Factor Analysis:

Sector Analysis:

Closing Thoughts

  • The chart below shows a 3-year performance of DVY (dividend/value) versus the S&P500 (growth)
    • While growth has outperformed value on a long-term basis, the performance spread is narrowing in the short-term
      • Performance data is consistent with an ongoing sector rotation from growth into value
3-year performance differential
  • Second chart shows a 3-year comparison of the spread between the 2-Y and the 10-Y yields;
  • Investor fears continue as the gap in the yield curve widens
Performance Spread Differential between 2-Y bonds and 10-Y bonds

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research