Partner Insight: Where is there opportunity in the US stock market?

Find out why US value shares could provide a buffer against weaker performance in other sectors of the US equity market over the next ten years. Kevin DiCiurcio, head of the Vanguard Capital Markets Model® research team, explains why.

clock • 9 min read

In the US - the largest contributor to global equity markets - shares have risen more than 20% since hitting a trough in mid-October 20221 - and have roughly doubled in value since their pandemic-induced low of March 20202. The extent and pace of the gains are enough to make wary investors wonder: what will drive future performance in the US stock market? Vanguard research suggests opportunity in value shares—marked by lower prices in relation to their enterprise book or accounting values, lower expected and historical growth rates and relatively high dividend yields.  We've been here...

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