The Impact of Technological Innovation on the U.S. Equity Market and the Value-Growth Continuum

November 05, 2018

2018 Investment Symposium flash talk by Samantha T. Grant, CFA, CAIA

Since the 2008 financial crisis, investors have flocked to new and innovative growth stocks over more traditional and seemingly boring value stocks. This is not the first time investors have favored growth over value, and surely it will not be the last. In this session, we will discuss what makes the current growth cycle different from previous growth cycles, the companies at the forefront of the technology wave and what could cause the market to reverse course and favor value over growth.

A summary of this flash talk can be downloaded here.

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

01.22.2026

Seventy-Five Horses and Two Pieces of Plastic

Anyone who has gone snowmobiling knows it can be simultaneously exhilarating and terrifying. Throttling across snow and through a forest…

01.07.2026

2026 Market Preview

This video is a recording of a live webinar held January 15 by Marquette’s research team analyzing 2025 across the…

01.05.2026

Brains Over Brawn?

The development of artificial intelligence is advancing along two largely distinct paths. The first centers on generative AI powered by…

12.29.2025

Glass Half Empty

While the holiday season was once marked by bustling bars, readers may notice that nightlife isn’t what it used to…

12.10.2025

Small Caps: Unprofitables Lead, Active Managers Lag, But Can it Last?

At the start of 2025, very few could have predicted the wild ride that awaited equity markets. After a volatile…

11.03.2025

No Small Headwind for Small-Cap Managers

Small-cap equities are in a prolonged period of underperformance relative to large-cap stocks, but this trend has shown early signs…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >