Ben Carlson: Value stocks outperform growth as EM surpasses U.S. market

Ben Carlson: Value stocks outperform growth as EM surpasses U.S. market
Value and EM outperform growth, U.S. market

Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, examines how value stocks are outperforming growth and how emerging markets are outpacing the U.S. market. He also highlights investor considerations such as $1 trillion figures, the Rule of 55, 3% mortgage rates compared to 4% inflation, and the evolving future of work.

Carlson recently pointed out that the S&P 493 has outperformed both the S&P 500 and the so-called Mag 7 stocks in 2024. He also noted that South Korea’s stock market has delivered higher returns than the S&P 500 over the past decade. These observations come as he tracks global equity shifts and changing sector leadership.

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