Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse

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Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse

Bloomberg2022-04-25

More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...

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·2022-04-26
China lockdown ramps up inflation scare for global markets. On Monday, investors awoke to the idea of China locking down Beijing - a city of more than 20 million people - adding to worries about supply stresses that are keeping the heat on prices. Inflation is definitely front and centre of investors’ concern, and of course the China story feeds further into that inflation pressure because China is the mother of all supply chains,” said Janet Mui, head of market analysis at Brewin Dolphin. “That concern is intensifying across the board, whether you are talking about the goods side or the services side.”The inflation flare-up, along with the increasingly aggressive response of central banks, is already taking a toll on demand, spending and corporate earnings. Russia’s invasion of Ukra
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·2022-04-25
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Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9087026467,"gmtCreate":1650933553278,"gmtModify":1676534818098,"author":{"id":"4109947078502812","authorId":"4109947078502812","name":"wine18","avatar":"https://community-static.tradeup.com/news/59f4bc3d6a36fcfd6ba5c4b8e84f5bc6","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":0,"idStr":"4109947078502812","authorIdStr":"4109947078502812"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087026467","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084722416,"gmtCreate":1650928760575,"gmtModify":1676534815528,"author":{"id":"3577415105079753","authorId":"3577415105079753","name":"股惑仔79","avatar":"https://static.tigerbbs.com/2521bf7235578dd93b9e7d10c59d5058","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577415105079753","authorIdStr":"3577415105079753"},"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084722416","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084728298,"gmtCreate":1650928676682,"gmtModify":1676534815481,"author":{"id":"3569451715493894","authorId":"3569451715493894","name":"YJ1234","avatar":"https://static.tigerbbs.com/da7bfb74470f0f05e980715d2cba26f6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3569451715493894","authorIdStr":"3569451715493894"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084728298","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084728620,"gmtCreate":1650928670763,"gmtModify":1676534815472,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4102135564535180","authorIdStr":"4102135564535180"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084728620","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084762484,"gmtCreate":1650928298953,"gmtModify":1676534815292,"author":{"id":"3565075628273965","authorId":"3565075628273965","name":"陈河马","avatar":"https://static.tigerbbs.com/9c4a13cbf345abe505d3086b9f8da49a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3565075628273965","authorIdStr":"3565075628273965"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084762484","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084784710,"gmtCreate":1650927964540,"gmtModify":1676534815130,"author":{"id":"4109843165472380","authorId":"4109843165472380","name":"Mic6226","avatar":"https://community-static.tradeup.com/news/642ea3ba3ea408756b94df1fc4fc2d69","vip":1,"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":7,"crmLevelSwitch":1,"idStr":"4109843165472380","authorIdStr":"4109843165472380"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084784710","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084712739,"gmtCreate":1650927135595,"gmtModify":1676534814701,"author":{"id":"4113646398298622","authorId":"4113646398298622","name":"xinxino","avatar":"https://community-static.tradeup.com/news/48bdb4fe291ddcf6f54b11be84bf4dfd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4113646398298622","authorIdStr":"4113646398298622"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084712739","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084713409,"gmtCreate":1650926889781,"gmtModify":1676534814605,"author":{"id":"3585470994468822","authorId":"3585470994468822","name":"InvisibleP","avatar":"https://static.itradeup.com/news/13510d2c4ac014319931fb49792d17eb","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3585470994468822","authorIdStr":"3585470994468822"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084713409","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084733558,"gmtCreate":1650926137503,"gmtModify":1676534814372,"author":{"id":"3578690837330197","authorId":"3578690837330197","name":"Goupppppppp","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578690837330197","authorIdStr":"3578690837330197"},"htmlText":"OK&nbsp;","listText":"OK&nbsp;","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084733558","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084794850,"gmtCreate":1650925841252,"gmtModify":1676534814245,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"idStr":"3561596430587504","authorIdStr":"3561596430587504"},"htmlText":"China lockdown ramps up inflation scare for global markets.&nbsp; On Monday, investors awoke to the idea of China locking down Beijing - a city of more than 20 million people - adding to worries about supply stresses that are keeping the heat on prices. Inflation is definitely front and centre of investors’ concern, and of course the China story feeds further into that inflation pressure because China is the mother of all supply chains,” said Janet Mui, head of market analysis at Brewin Dolphin. “That concern is intensifying across the board, whether you are talking about the goods side or the services side.”The inflation flare-up, along with the increasingly aggressive response of central banks, is already taking a toll on demand, spending and corporate earnings. Russia’s invasion of Ukra","listText":"China lockdown ramps up inflation scare for global markets.&nbsp; On Monday, investors awoke to the idea of China locking down Beijing - a city of more than 20 million people - adding to worries about supply stresses that are keeping the heat on prices. Inflation is definitely front and centre of investors’ concern, and of course the China story feeds further into that inflation pressure because China is the mother of all supply chains,” said Janet Mui, head of market analysis at Brewin Dolphin. “That concern is intensifying across the board, whether you are talking about the goods side or the services side.”The inflation flare-up, along with the increasingly aggressive response of central banks, is already taking a toll on demand, spending and corporate earnings. Russia’s invasion of Ukra","text":"China lockdown ramps up inflation scare for global markets. On Monday, investors awoke to the idea of China locking down Beijing - a city of more than 20 million people - adding to worries about supply stresses that are keeping the heat on prices. Inflation is definitely front and centre of investors’ concern, and of course the China story feeds further into that inflation pressure because China is the mother of all supply chains,” said Janet Mui, head of market analysis at Brewin Dolphin. “That concern is intensifying across the board, whether you are talking about the goods side or the services side.”The inflation flare-up, along with the increasingly aggressive response of central banks, is already taking a toll on demand, spending and corporate earnings. Russia’s invasion of Ukra","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084794850","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084478406,"gmtCreate":1650923332852,"gmtModify":1676534813539,"author":{"id":"3583621807888930","authorId":"3583621807888930","name":"HF133","avatar":"https://static.tigerbbs.com/ce211305e06a021e08ecfcbc0e23bbb5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583621807888930","authorIdStr":"3583621807888930"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084478406","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084447257,"gmtCreate":1650922515758,"gmtModify":1676534813418,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084447257","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084455390,"gmtCreate":1650913098273,"gmtModify":1676534812983,"author":{"id":"3581920930646755","authorId":"3581920930646755","name":"Chonky","avatar":"https://static.tigerbbs.com/2b26c78fb11a9e646bce483ea1b0d6f3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581920930646755","authorIdStr":"3581920930646755"},"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084455390","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084459149,"gmtCreate":1650908377583,"gmtModify":1676534812872,"author":{"id":"4108229382095710","authorId":"4108229382095710","name":"Larry Wong","avatar":"https://community-static.tradeup.com/news/244eec57372b5681907561855aefebc1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4108229382095710","authorIdStr":"4108229382095710"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084459149","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084465658,"gmtCreate":1650903416280,"gmtModify":1676534812550,"author":{"id":"3580117627003048","authorId":"3580117627003048","name":"FSYE","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3580117627003048","authorIdStr":"3580117627003048"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084465658","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084417113,"gmtCreate":1650900612979,"gmtModify":1676534812072,"author":{"id":"3581250367192554","authorId":"3581250367192554","name":"carroll","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581250367192554","authorIdStr":"3581250367192554"},"htmlText":"Hallo","listText":"Hallo","text":"Hallo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084417113","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084411642,"gmtCreate":1650899913478,"gmtModify":1676534811954,"author":{"id":"3561534918172425","authorId":"3561534918172425","name":"Jrrr92","avatar":"https://static.tigerbbs.com/3713f77c17599af04b8943281769ec65","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3561534918172425","authorIdStr":"3561534918172425"},"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084411642","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084419930,"gmtCreate":1650899408731,"gmtModify":1676534811893,"author":{"id":"4088762808333770","authorId":"4088762808333770","name":"YSF1953","avatar":"https://static.tigerbbs.com/f696bf7c43b6a4d2165deda41cd1bb88","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088762808333770","authorIdStr":"4088762808333770"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084419930","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084437696,"gmtCreate":1650899314398,"gmtModify":1676534811848,"author":{"id":"3581489684162254","authorId":"3581489684162254","name":"Anni001","avatar":"https://static.itradeup.com/news/d5be87dbe18cee1e85c9c2cb39fe99ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581489684162254","authorIdStr":"3581489684162254"},"htmlText":"Please like, Thanks&nbsp;","listText":"Please like, Thanks&nbsp;","text":"Please like, Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084437696","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084434825,"gmtCreate":1650899243706,"gmtModify":1676534811777,"author":{"id":"4088680907294400","authorId":"4088680907294400","name":"CYK1955","avatar":"https://static.tigerbbs.com/679672f252a501703bd797c51e7c8b67","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088680907294400","authorIdStr":"4088680907294400"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084434825","repostId":1120175082,"repostType":4,"repost":{"id":"1120175082","pubTimestamp":1650898821,"share":"https://ttm.financial/m/news/1120175082?lang=&edition=fundamental","pubTime":"2022-04-25 23:00","market":"us","language":"en","title":"Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse","url":"https://stock-news.laohu8.com/highlight/detail?id=1120175082","media":"Bloomberg","summary":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular w","content":"<html><head></head><body><ul><li>More than 1,000 respondents took part in weekly MLIV survey</li><li>Developed markets remain a more popular wager than EM stocks</li></ul><p>Value investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.</p><p>That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.</p><p>A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&amp;P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.</p><p>Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.</p><p>While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.</p><p><img src=\"https://static.tigerbbs.com/290b4351a5fc1402fa9db92406ceff0c\" tg-width=\"922\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>The most popular playground for MLIV’s bulls is the S&amp;P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.</p><p><img src=\"https://static.tigerbbs.com/474e634749784c90718604f4ff74cee4\" tg-width=\"954\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.</p><p><img src=\"https://static.tigerbbs.com/40f211f92beebe20554a85db81a275c0\" tg-width=\"951\" tg-height=\"677\" referrerpolicy=\"no-referrer\"/></p><p>The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&amp;P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.</p><p>Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase &amp; Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.</p><p>Growth has beaten value in the S&amp;P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.</p><p>The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.</p><p><img src=\"https://static.tigerbbs.com/c7af21f00ecf4005c84275b8af2cc0d9\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.</p><p>That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.</p><p><img src=\"https://static.tigerbbs.com/d562f996735748ac7c0f99453a26b008\" tg-width=\"936\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.</p><p>All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.</p><p><img src=\"https://static.tigerbbs.com/42df759bb2d326c20c4d4fbd58c02a13\" tg-width=\"942\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Stocks to Trounce Growth, Say 74% of Votes: MLIV Pulse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-24/value-stocks-will-trounce-growth-say-74-of-voters-mliv-pulse?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120175082","content_text":"More than 1,000 respondents took part in weekly MLIV surveyDeveloped markets remain a more popular wager than EM stocksValue investing is winning again, after famously lagging since the global financial crisis, as rising bond yields stifle technology stocks anew -- while the lost decade for emerging markets is far from over.That’s the big takeaway for Wall Street this year in the fifth weekly installment of the MLIV Pulse survey, which pulled in 1,087 responses across the world from the likes of retail investors, portfolio managers and strategists.A whopping 74% of MLIV readers say stocks that look cheap relative to valuation fundamentals are set to outperform their growth counterparts for the rest of 2022. Value has largely trailed since 2007 judging by S&P 500 indexes, fanning fears the strategy has become irrelevant in the modern tech-powered economy.Not so, per MLIV Pulse respondents. A majority are backing the investing style in this wild stretch in global markets that’s seen cyclical sectors including energy and banks revive amid the great bond selloff and the commodity supercycle.While respondents are rooting for a historic underdog in value, they remain firmly bearish on another: Stocks in the developing world. Thanks to rising political risk, anemic growth prospects and aggressive Federal Reserve policy tightening, these MLIV readers are gearing up for another forgettable year in the asset class.The most popular playground for MLIV’s bulls is the S&P 500 Value index, garnering 40% of votes, followed by energy and bank stocks.Retail investors were the largest single category of survey respondents, making up 42%, followed by portfolio managers at 23%. Both buy-side and sell-side traders were, by far, the most bullish on growth. Senior management and sales swung the most heavily in favor of value equities.The investing style has outperformed growth this year, but even famous proponents like Cliff Asness know it’s too early to declare vindication. And the strategy of going into cheap-looking stocks while dumping pricey counterparts will now face a big test. More than half of the S&P 500 Growth index, by weighting, will report earnings in coming days, including Apple Inc., Microsoft Corp. and Amazon.com Inc.Strategists at BlackRock Inc. and UBS Group AG are among those also touting value sectors like financial services and commodities to outperform in 2020. Meanwhile, Marko Kolanovic at JPMorgan Chase & Co. suggests building a barbell portfolio of both growth and value stocks like metals and mining.Growth has beaten value in the S&P 500 for much of the past 15 years. The game-changer in 2022 is the shift in the discount rate used to calculate the value of those future earnings. As yields have gone up, future growth has become less desirable relative to current earnings.The ratio of value to growth is highly correlated to 10-year yields, and also 30-year securities. That means that as longer-dated rates have risen, growth stocks have lagged.That’s not to say MLIV readers are going all-in on cheap-looking risk assets. Far from it. Almost two thirds expect developed-market stocks to outperform developing peers this year.That’s even as the asset class looks relatively cheap. The blended 12-month forward price/earnings ratio on MSCI’s emerging markets index is far below its five-year average, whereas the same gauge for developed-market stocks is almost in line.A bet on the MSCI Emerging Markets Index, which no longer includes Russia, is a wager on China -- accounting for 31%. Yet economists tracked by Bloomberg have cut their forecasts for the nation’s growth to 5% for this year, which would be the slowest expansion since 1990, barring the 2020 pandemic. And the intensifying Shanghai lockdown and rising commodity prices could lower those forecasts further still.All told, a plurality of 594 respondents expressed a clear preference for Brazil. This isn’t surprising, given the country’s 23% return in dollar terms this year. It enjoys relative insulation from the negative effects of the Ukraine conflict and yet garners upside from higher commodity prices. A decent number of votes for South Africa and Indonesia tally with this theme.China got about 19% of the valid responses. At first glance, that may seem positive given the near 25% loss so far this year for MSCI China, but it’s actually fairly poor given the country’s 28% weighting in the MSCI Emerging Markets basket. India at 12% was in third place, in line with its benchmark weighting.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":272,"commentSize":24,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}