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

01.23.2025

New Year, New President…Same Outlook?

From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…

01.02.2025

2025 Market Preview Video

This video is a recording of a live webinar held January 16 by Marquette’s research team analyzing 2024 across the…

12.31.2024

Back to Back!

This week’s chart details each calendar year return for the S&P 500 Index dating back to 1928, with consecutive 20%+…

10.28.2024

Earnings Don’t Grow to the Sky

Loyal readers of Marquette research publications are likely aware that a small handful of U.S. large-cap technology-oriented stocks, dubbed the…

10.24.2024

The Market Doesn’t Care

With the election less than two weeks away, polls indicate a very tight race not only for president but for…

10.24.2024

3Q 2024 Market Insights

This video is a recording of a live webinar held October 23 by Marquette’s research team analyzing the…

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 >