Market Rotation Looms: Why Balanced Portfolios Outperform Pure Growth Strategies in 2026
The era of Growth stock dominance, fueled by mega-cap tech and AI infrastructure spending, has left major indices like the S&P 500 dangerously concentrated. Historical patterns suggest an impending rotation—valuation premiums in high-growth assets now signal long-term vulnerability.
Investors seeking retirement stability must look beyond short-term gains. A 2026-proof strategy blends moderate appreciation with income generation and capital preservation, acknowledging cyclicality as the only market constant.