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Market Behavior in 5 Charts: Is 2017 a Return to 2015?

U.S. equity markets in the first half of 2017 have seen something of a return to 2015 market conditions with growth and larger stocks outpacing value and small ones.

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The election set off a rally in the lower left of the Morningstar Style Box, where the stocks of more domestically oriented, cyclical companies soared on the promises of economic growth, infrastructure spending, deregulation, tax cuts, and protectionism.

In 2017, expectations have reset. Market preference has shifted away from the US Steels of the world and back to secular growth stories.

Dan Lefkovitz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.