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Investors remain optimistic given an improved economic outlook
amid accelerating vaccinations, supported by fiscal and monetary
stimulus as well as a 10-year high in the J.P.Morgan Global
Manufacturing PMI. However, rising inflation expectations and US
Treasury yields, which logged their highest quarterly gain since
December 2016, put pressure on growth stocks, reinforcing the value
trade (Table 1).
US: Forward 12-M EPS-to-Enterprise Value posted double-digit
spreads across large and small caps, with the former group's
performance unsurpassed since April 2002
Developed Europe: Rational Decay Alpha remained the weakest
performing Price Momentum measure for a second consecutive
month
Developed Pacific: 2-Year Ahead EPS Growth was an
underperforming signal across the region
Emerging markets: Industry Relative TTM Dividend Yield recorded
its first positive spread since May 2020
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