RAFE News and Press, PIMCO RAFI ESG U.S. From 04/07/25

2025-04-07 13:48:00 ET Summary Analyst Expectations and Historical Growth factors drove equity markets returns in 2024. Valuation has emerged as the top performing style year-to-date. Deep Value stocks in the Healthcare and Materials sectors have demonstrated the strongest per...

2025-04-02 12:20:00 ET Summary Over the past several years, the asset class has experienced a prolonged downturn, causing frustration for investors who have been waiting for a turnaround. As economic conditions shift and interest rates begin to stabilize, we believe value investin...

2025-03-19 13:30:00 ET Summary It may be more than just trade tensions weighing on markets. The correction may have made valuations more reasonable though. Different sectors may be poised to perform better than others in this environment. While trade tensions have we...

2025-02-13 07:50:00 ET Summary As equity investors, we look for companies that have been sold down to well below their intrinsic business value. Global value investors are facing down two extremes: frenzied US stock market momentum and a large valuation premium for US stocks versu...

2025-01-22 06:12:00 ET Summary Value stocks hit some investors’ radar screens with a performance uptick in the second half of 2024. Yet, many portfolios may be unwittingly underweighted in this popular equity style. Intra-year rotations between growth and value leadersh...

2025-01-03 01:55:00 ET Summary With U.S. stocks on pace for a second year of strongly positive returns, we look forward to the start of 2025 and the factors that could make or break the recent trend. The S&P 500 Index posted its best month of the year in November, with a clear...