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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

What's in the S&P 500 Right Now?

Last year was a big value year, a value beating growth because it was the undervalued asset that didn't need to correct. In 2022, the story wasn't that the market went down. The story was is that the expensive stuff collapsed and the fairly valued stuff did much better. US equities versus both cash and non-US equities is probably the most glaring thing. Perhaps small cap being undervalued is the other thing which jumps out now.

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