Why has value underperformed growth so much?

Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income. Show Notes: 00:00 Introduction 01:00 Long-term impacts of the August market selloff 08:08 Evaluating small-cap stocks 10:57 The hardest part about sentiment, positioning, and valuations 15:52 Factors affecting the dollar 17:58 Growth vs. value 20:45 Election outlook 22:08 The U.S. deficit 23:40 Positioning in fixed income markets 26:16 Longer-term outlook for yields 27:52 Attractive areas of the market 30:23 Determining how to allocate to a theme 33:50 Cameron’s background 38:40 Long-term trend 40:30 Trend or fad

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