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US Stock Market Outlook: It’s Time to Reallocate from Growth to Value | Morningstar

morningstar.com·May 19, 2026

Investors are advised to shift profits from growth stocks, particularly in technology and AI, into value stocks, as the growth sector's valuation has narrowed significantly since March. The US stock market is currently trading at a 5% discount to fair value, and maintaining a balanced barbell portfolio of growth and value stocks is recommended to navigate expected market volatility.

Given the current market conditions and valuation shifts, the actionable insight is to consider reallocating from growth stocks, particularly in the technology and AI sectors, to value stocks. The technology sector's discount has narrowed significantly, making value stocks, which are now slightly more undervalued, a more attractive opportunity for balance and potential upside in a barbell-shaped portfolio strategy.

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