Equity
U.S. Equity

Bond Yield Peaks and Growth Stock Bottoms

Published on
August 1, 2022
Contributors
RFPnetworks favicon
RFPnetworks editorial
Engagement & analytics
Subscribe

Trends newsletter

Get our insights on what asset manager selectors are reading. Delivered weekly.
Request successful. You will receive confirmation shortly.
Oops! Something went wrong while submitting. Try again.

Whether Bond Yields have peaked was a common search query that had nothing to do with bond allocations. The insights that were viewed were from asset managers running long duration equity portfolios i.e. growth strategies.

Given the underperformance of this segment of the market in the first half of the year, and the poor 18 month outlook for growth, institutional investors seem to be assessing whether the market is now at fair value.

Related Investment Trends

U.S. Equity

Follow the asset managers and topics that are trending with manager selectors.
U.S. mid cap stocks research on RFPnetworks depicted by man doing handstand in middle of road.

Why Mid-Cap Stocks

Mid-Cap stocks have some unique properties that solve two important issues for investors at this stage in the economic cycle and in the current market.
Read post
U.S. mid cap stocks research on RFPnetworks depicted by man doing handstand in middle of road.

Why Mid-Cap Stocks

Mid-Cap stocks have some unique properties that solve two important issues for investors at this stage in the economic cycle and in the current market.
Read paper
Deglobalisation effect on stock valuations research on RFPnetworks depicted by Change text in neon lights

Effects of Deglobalisation on Stocks

Deglobalisation will affect stock valuations. There are many interrelated dynamics at play that represent a powerful reaction on geo-political realities.
Read post
Deglobalisation effect on stock valuations research on RFPnetworks depicted by Change text in neon lights

Effects of Deglobalisation on Stocks

Deglobalisation will affect stock valuations. There are many interrelated dynamics at play that represent a powerful reaction on geo-political realities.
Read paper
Epoch Investment Partners on RFPnetworks discussing Deglobalisation effect on Stock valuations depicted by illustration with US flag.

Reinventing Globalization: Part II

Part II of the series shows that deglobalization implies a regime change, with trend increases in capex and the labor share, as well as a higher...
Read post
Epoch Investment Partners on RFPnetworks discussing Deglobalisation effect on Stock valuations depicted by illustration with US flag.
TD Epoch

Reinventing Globalization: Part II

Part II of the series shows that deglobalization implies a regime change, with trend increases in capex and the labor share, as well as a higher...
Read paper
RFPnetworks U.S. Growth Stocks research depcited by on off buttons.

Out of U.S. Growth Stocks and Into What

As Growth investing loses faith in a rising rate and inflationary environment, where is the smart money going?
Read post
RFPnetworks U.S. Growth Stocks research depcited by on off buttons.

Out of U.S. Growth Stocks and Into What

As Growth investing loses faith in a rising rate and inflationary environment, where is the smart money going?
Read paper
Growth Equity Valuations Research on RFPnetworks depicted by finger pointing at thermometer scale in red, yellow and green.

Bond Yield Peaks and Growth Stock Bottoms

Growth Stocks have clearly been impacted by Bond Yields. Especially the long duration growth equity managers. Is the impact now in the price?
Read post
Growth Equity Valuations Research on RFPnetworks depicted by finger pointing at thermometer scale in red, yellow and green.

Bond Yield Peaks and Growth Stock Bottoms

Growth Stocks have clearly been impacted by Bond Yields. Especially the long duration growth equity managers. Is the impact now in the price?
Read paper
Epoch Investment Partners Growth Equities Research on RFPnetworks

Reflation and the 3Ds

Expect an Increased Focus on Capital Allocation, Quality and Sustainable Free Cash Flow.
Read post
Epoch Investment Partners Growth Equities Research on RFPnetworks
TD Epoch

Reflation and the 3Ds

Expect an Increased Focus on Capital Allocation, Quality and Sustainable Free Cash Flow.
Read paper

Are you an asset manager selector?

Access 35k+ professional investment research white papers