Homrich & Berg says momentum drives 2026 growth-value index divergence

Reuters2026/08/18 20:13

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Homrich & Berg analysis flagged momentum as the main driver of 2026’s conflicting growth-versus-value signals across major US equity benchmarks.
Russell 1000 Growth trailed Russell value while S&P 500 growth beat S&P value, reflecting index definitions rather than broad growth strength.
S&P embeds momentum in its growth methodology; Russell does not, amplifying performance dispersion when high-momentum stocks lead.
On median returns, value beat growth across both index families; S&P growth outperformance looked concentrated in cap-weighted winners.
S&P Pure Growth returned 28.2% YTD cap-weighted, 10.5% on median; Pure Value showed 14.3% on median.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on August 18, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Homrich & Berg says momentum drives 2026 growth-value index divergence

You may also like

Crypto prices