The level and direction of interest rates will be a key factor in whether EAFE or EM exposures outperform in the second half of the year.
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.
Factor Friday: Value Leads, but Growth Is Being Repriced, Not Rejected Read More »
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