Sector rotation in 2026 has been focused on the technology sector and small-cap stocks. But there’s demonstrable evidence that some investors are shifting from growth to value in the form of dividend stocks.
Despite the feeling that the market is volatile, the number of 1% moves in either direction in the S&P 500 is about normal. In terms of 2% moves, the number is significantly lighter. But perception can become reality. Ken Fisher of Fisher Investments offers one possible reason for this perception: sharp moves tend to come in clumps, which drive headlines.
