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Jul 08 2026

Other Market Undercurrents

  • Jul 8, 2026

With some serious wobbles at the top of the capitalization structure in June, the S&P 500 still managed to post its best quarterly return (+15%) in six years. Even so, that’s small potatoes compared to a few of the Q2 returns among the S&P 500 factor indexes, as Momentum (+44%), High Beta (+34%), and Growth (+22%) shot to the moon.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

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