JEPI - Here We Go Again: Value To Finally Outperform Growth?

• So far for most of the month of September, the large-cap value stock space has outperformed large-cap growth.
• Since the beginning of the month, the industrials and materials sectors are outperforming, and these are economically sensitive sectors. The sector laggards are growth-oriented ones, technology and communication services.
• A strong economic recovery really favors value following the end of a recession. Having noted this, the value style is certainly in a better position to outperform growth today than probably any other time over the last decade as the economy exits this virus-induced recession.

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