when it comes to their outlooks for cheaplyvalued stocks strategists marko kolanovic and ed clissold couldn’t be further apart but there’s one area where they see eye to eye bargain hunting success is tied to the market cycle value stocks now dominated by economically sensitive shares that have outperformed during the rebound from the pandemic recession just had their worst month relative to their growth counterparts in two decades to kolanovic jpmorgan chase  co’s chief global market strategist it’s a pause in a rally that’s set to resume amid a continuing recovery