Dipping bond yields will boost growth stocks over value again, strategist says

Core Viewpoint - Growth stocks are expected to outperform in 2026 across all three markets, driven primarily by bond yields rather than earnings growth [1] Summary by Relevant Categories - Market Positioning - Growth stocks are identified as the optimal investment choice for 2026 [1] - Performance Determinants - The key performance determinant for growth stocks will be bond yields instead of earnings growth [1]