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  • Blog | Index IDEA: What's holding back small caps? weblink

    White papers 21 August 2019

    While US small-cap stocks have had decent returns in 2019, they still lag US large caps, with a total return of 11.7% for the Russell 2000 Index relative to a 17% total return for the Russell 1000 Index.* So, what’s holding back US small caps and is it time to give the asset class a second look?

  • Low Vol and Quality streets ahead as factor analysis reveals caution in market rally weblink

    White papers 30 July 2019

    Quality and Low Volatility were the strongest performers in Q2, according to our latest Regional Factor Indicator Report, illustrating that, even as equity markets moved higher, global growth worries tempered risk appetite. While Quality and Low Volatility – essentially defensive factors – performed well, Value and Size (smaller cap) fared worst in almost every market.

  • Blog | ‘Gen Z’ comes to Russell 1000 Index as Russell Rebalance near weblink

    White papers 26 June 2019

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that recent IPOs Uber (UBER), Lyft (LYFT) and direct listing Spotify (SPOT) are among a list of notable new market entrants expected to directly enter the US large-cap Russell 1000® Index at this year’s Russell US Indexes Reconstitution.

  • Blog | Mind the cap when investing overseas weblink

    White papers 7 June 2019

    On Monday, June 24, global index provider FTSE Russell will add the China A shares of approximately 1,090 Chinese mainland stocks to the FTSE Global Equity Index Series. Notably, more than one third of these stocks (376) are small cap, with the rest qualifying as mid- and large-cap.

  • Blog | What have you done with my small cap premium? weblink

    White papers 6 June 2019

    Academic research has demonstrated the existence of what is known as the “size” or “small-cap” premium beginning over 30 years ago. Today many investors take it as given that small stocks will outperform large stocks based on this foundational principle of finance. It is a rational expectation, since small stocks are demonstrably more risky than larger stocks, so they should provide investors with additional compensation for bearing this risk in the form of extra return.

  • Blog | Index IDEA: US cap tiers are running neck and neck weblink

    White papers 13 May 2019

    It’s been a real horse race between US large- and small-cap stock index performance in 2019, with both posting strong double-digit gains year-to-date ( 16.2% for the Russell 1000 Index and 17.2% for the Russell 2000 Index as of May 10). And according to our new insight, each is benefitting from its own unique macroeconomic drivers.

  • Blog | Index IDEA: US small caps gain strength in 2019 as new investor tools emerge weblink

    White papers 10 May 2019

    After underperforming US large cap stocks by more than 6% in 2018—and more than 8% over the past year as of May 3—US small cap stocks have changed course in 2019, gaining 20.2% relative to an 18.7% return for US large cap stocks through May 3.

  • Blog | Hanging in the rebalance: What to expect for FTSE GEIS in March weblink

    White papers 15 March 2019

    At the open of March 18, 2019, FTSE Russell’s semiannual rebalance of its flagship global equity indexes, the FTSE Global Equity Index Series (FTSE GEIS) and derived indexes, including the well- known FTSE All-World Index, will take effect.

  • Insights | Harnessing the long-term potential of dividend growth download

    White papers 8 February 2019

    Dividend growth strategies have often been regarded as attractive sources of income due to their resiliency in market downturns and subsequent participation in market rallies. This paper explores the key characteristics and return patterns that have differentiated dividend growth strategies over time as well as explores the dividend growth methodology that ensures the long-term viability of dividends being paid. Read our latest paper to see how dividend-paying US small caps have performed ...

  • Investing in the global green economy: busting common myths download

    White papers 31 May 2018

    Until now the transition to a sustainable and “green” economy has been a loose concept rather than a defined, investable, industrial system.

  • Insights | The Russell 2000 Index: Small cap index of choice download

    White papers 9 May 2018

    The potential benefits of including exposure to small cap stocks in a multi-asset-class portfolio have been well documented.

  • Redrawing the equity map with global small caps download

    White papers 22 January 2018

    The earth is flat… or so it was believed, until sometime after 500 B.C.

  • Small Cap Perspectives: Russell 2000 Index 2Q2017 Analysis download

    White papers 17 August 2017

    The market shift of the first half of 2017.

  • Small Cap Perspectives: Russell 2000 Index 1Q2017 Analysis download

    White papers 9 June 2017

    Following the Fed’s December 2016 vote to raise the Fed Funds Rate a quarter point to a range of 0.5–0.75%, the Board of Governors decided to maintain that target in the first quarter of 2017.

  • Insights | The Russell 2000 Index: Small cap performance in a slow-growth economic environment download

    White papers 24 April 2017

    FTSE Russell examines the performance of the US small cap market in periods of slow economic growth, as measured by the Russell 2000 Index, and discusses how institutions that seek to access the size factor premium via ETFs can further enhance returns through securities lending programs.

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