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Monthly Style Summary to End July 2015

World equity markets ended slightly up on the month, supported by an upswing in Europe following the latest resolution of the Greek crisis, but undermined by the continued weakness in Asian and Emerging markets, particularly China. Weaker demand from the latter and the ongoing oversupply of oil led to drops in commodity prices and consequent falls in Oil & Gas and Basic Materials. Despite this mixed picture, Growth held up quite well. Read More

Q2 2015 US STYLE FACTOR PERFORMANCE STUDY

A Hidden Shift from Value to Growth

While the US market ended Q2-2015 just marginally negative, the style preferences demonstrated by equity investors clearly shifted during Q2.

During a quarter filled with competing influences, including improvements in domestic economic indicators but also with major international concerns, our detailed research of sub-Styles shows a monthly evolution from value based themes to forecasted growth.

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