Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping Factor Investing in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore the shifting dynamics of factor investing in 2026. With the S&P 500 at 7,537 and growth stocks like Palantir surging 14.6% in a week, they question whether traditional factors like value and momentum still work as expected. Lucas breaks down how low-volatility and quality factors are outperforming, while Luna points out the rise of 'momentum traps' in high-beta names. They discuss the role of AI-focused stocks in skewing factor returns and whether a multi-factor approach is becoming essential for navigating the…
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