• Phone404-816-7714
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  • 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

  • Small Cap stocks continued their recent outperformance
    • Growth and value stocks both finishing higher
  • Long-term indicators for an ongoing sector rotation strengthen
    • Rotating from growth stocks into dividend/value
  • Energy and financial sectors continue to gain ground

Factor Analysis:

Sector Analysis:

Closing Thoughts:

  • The first chart shows the 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;
  • Fed continues to maintain guidance on low interest rates –
    • Historically, this has been a bullish indicator for financial markets

Past Performance is no guarantee of future results

All performance related metrics were gathered from Fidelity Research