Homrich & Berg says momentum drives 2026 growth-value index divergence
Reuters2026/08/18 20:13- 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: 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.
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