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Monthly Style Summary to End February 2014
With the exception of Japan, all major markets gained during February and, as high Beta and positive Momentum stocks outperformed (except in Japan), Growth stocks also made relative gains (in all but Japan and a few European markets). Typically Growth stocks gain relative to Value when Growth attributes are scarce and Value stocks are seen to be vulnerable. On this reading, economic prospects are now less sanguine than a few months ago.
Monthly Style Summary to End January 2014
Indications of a slowdown in China and the continuation of US Fed Tapering sent most markets sharply lower. Against this background, a common performance feature has been the broad and significant gains in Small Cap stocks . Further, while North America, SE Asia and the Emerging Markets have extended recent rises in premium priced securities, the UK, Japan and most of Europe have seen general Value gains.