Q4 Earnings Recap: US Large-Cap Earnings Justify Their Current Valuation
By Adam Grossman, CFA, Global Equity CIO | Partner SUMMARY US large-cap earnings have continued to grow and surprise to the upside. Europe, Japan, and US small-cap earnings, while weaker, are improving, in our view. If this improvement proves sustainable, we see a potential rotation from Growth to Value and International themes. While both valuations [...] The post Q4 Earnings Recap: US Large-Cap Earnings Justify Their Current Valuation appeared first on ETF Trends.
By Adam Grossman, CFA, Global Equity CIO | Partner SUMMARY US large-cap earnings have continued to grow and surprise to the upside. Europe, Japan, and US small-cap earnings, while weaker, are improving, in our view. If this improvement proves sustainable, we see a potential rotation from Growth to Value and International themes. While both valuations [...]
The post Q4 Earnings Recap: US Large-Cap Earnings Justify Their Current Valuation appeared first on ETF Trends.
