2023 Market Preview: Value Should Continue To Lead

Businessman holding virtual download icon progress for increasing value added to business product and service concept.

Value Stocks Lead our List of What We Expect to Perform in 2023

Dilok Klaisataporn

Brian Dress, CFA — Director of Research, Investment Advisor.


Year, New Market?

We beat readers over the head with the themes of 2022: higher

Chart of fed funds rate vs. 10 year Treasuries

Fed Funds Rate (blue) versus 10-Year US Treasuries rate (orange) (TradingView)

Chart of P/E ratios for Industrials for 20 years

Historical Price/Earnings Ratios for Industrials stocks (FactSet)

Chart of oil service stocks versus energy stocks last 3 months

OIH versus XLE over the last 3 months (TradingView)

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