Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon.
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What had been the winners as investors moved money out of technology, are themselves now lagging as growth stocks regain favor.
Stocks may now be cheap enough for investors to buy, despite persistent geopolitical headwinds.
Stifel predicts that this growth-to-value rotation could lead to weaker S&P 500 returns over time.
Investors are moving away from Big Tech, but they're not leaving the stock market. Instead, they are increasing exposure…
The Dow's path to its first close above 50,000 on Friday illustrates this rotation story nicely.
Some investors are starting to find value within the wreckage after their recent slide.
