Skip to main content

Falling yields don’t guarantee ‘growth’ outperformance

‘Growth’ stocks have held up well vis-à-vis ‘value’ stocks this year despite the surge in real yields. But relatively optimistic earnings expectations for growth stocks may prevent them from steaming ahead even if, as we expect, real yields fall further.

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services

Get access