The Cohen & Steers Infrastructure Fund has been upgraded to a relative buy due to its solid historical performance and corrected sector valuations. Despite higher interest rates potentially impacting ...

Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...

Expensive equity valuations, high real Treasury yields, and a weak nominal GDP growth outlook suggest the HYG will outperform the SPX by at least 2-3% over the coming years. Relative returns are ...

Charting the outlook for value vs growth stocks + wider stock market implications. Value vs Growth Stocks: new lows, further extremes. (p.s. skip to the end if you just want the bullet point summary + ...