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Jul 08 2026

Sweet Dreams Through Mid-Year

  • Jul 8, 2026

Momentum has dominated factor performance in 2026, with Leuthold’s Dream industries dramatically outpacing the Nightmares through mid-year. AI build-out groups have driven most of the gap, reinforcing momentum’s long-term edge while leaving bottom-fishing strategies still waiting for a meaningful rebound.

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About The Author

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

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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