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Tuesday, 11 August 2026

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Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.

Mark Hulbert

Value stocks beat growth when inflation is high. Here are 13 stocks top newsletters are betting on now.

Many portfolio experts are wrong about what drives value outperformance. This single metric explains why.

Value stocks will continue to beat growth stocks so long as U.S. inflation remains elevated.

This relationship between inflation and value stocks’ outperformance is often overlooked. Many investment experts mistakenly believe that a strong economy, not inflation, is the key to value stocks beating growth stocks. But they’re wrong: Assuming inflation stays constant, robust economic growth helps growth stocks just as much as, if not more than, value stocks.