- In a year marked by many twists and turns, the renewed dominance of US growth stocks in recent months arguably ranks among the most dramatic.
- Losses in Energy, Utilities, Materials and Health Care were the biggest drags on Russell 2000 Growth Q2 returns, while losses in Health Care, Technology and Consumer Staples blunted small-cap Value performance for the period.
- Consensus 12-month forward EPS estimates for both Russell 1000 Growth and Value have recovered strongly from their 2020 lows and are now at new five-year highs.
For further details see:
U.S. Growth Stocks Get A Reprieve As Bond Yields Retreat