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Factor Friday: Value Leads, but Growth Is Being Repriced, Not Rejected

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Value’s 2026 leadership does not mean the Growth bull market is over. It signals a repricing of broad Growth exposure as investors favor current earnings, AI infrastructure bottlenecks, capital-markets leverage and inflation resilience over speculative monetization stories.

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Narrations of a Sector ETF Operator | The AI Recognition Phase

Macro Mondays, Narrations of a Sector ETF Operator / / , , , , , ,

May marked the AI recognition phase: investors embraced a long-term build-out of compute, software, power and infrastructure, while narrow equity leadership reflected uncertainty over which incumbents can adapt—and which large legacy businesses face systemic disruption from AI-native competitors over time

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