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  • Appraising home bias exposure download

    White papers 22 October 2019

    Studies have shown that pension funds have inherent biases to their domestic markets within their equity allocations. In this paper, FTSE Russell seeks to understand the impact of home bias in the equity allocations of five large pension fund markets—the US, UK, Japan, Canada, and Australia—by examining the extent of their home biases and analyzing their effects over a 12-year period.

  • Equity and Fixed Income Country Classification 2019: The headlines weblink

    White papers 1 October 2019

    We have just announced the results of the annual Country Classification Review for countries monitored by its global equity and fixed income indexes. Our approach to country classification is informed by feedback from a broad set of market participants and provides investors with a framework for evaluating and investing across asset classes in global equities and fixed income markets.

  • Blog | Measuring the benefits of including small caps & REITs in Mexican equity portfolios weblink

    White papers 26 September 2019

    The addition of small-caps and real estate investments trusts, or REITs, to Mexican equity portfolios can help improve diversification for investors.

  • Blog | Innovative China A share stocks have soared in 2019. Why?

    White papers 23 September 2019

    Created in 2009 by the Shenzhen Stock Exchange, the ChiNext Board has been referred to as “China’s Nasdaq” for the innovative and growth-oriented Chinese firms it has attracted over the last decade. And this growth potential has been recognized in 2019, as reflected by a nearly 37% (CNY) year-to-date return for the FTSE China A Innovative Enterprises Index*.

  • 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?

  • Blog | What we mean by emerging? weblink

    White papers 1 August 2019

    “It’s the economy, stupid” was a message posted onto the wall of a US presidential candidate’s war room in the early 1990s. The intention was to remind campaigners that the key message and battleground was economic wellbeing of the electorate.

  • 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.

  • Vietnam’s star rises weblink

    White papers 25 July 2019

    Amid the trade tension that has been felt globally, one star in Asia has been glowing ever brighter. Vietnam has emerged as one of the fastest growing countries in the East. As shown in Chart 1, Vietnam’s real GDP growth was 7.1% in 2018, the highest growth rate in more than a decade and only beaten by India in the region.

  • Blog | What’s on tap for the “Goldilocks” US equity market in the second half? weblink

    White papers 19 July 2019

    As we enter the second half of 2019, Goldilocks continues to walk a tightrope as US investors balance the potential benefits of Fed easing with continued weak global leading economic indicators, lingering trade jitters and elevated valuations, says Alec Young, FTSE Russell managing director of global markets research.

  • Blog | Glass half full or half empty? Easing-cycle optimism outweighs macro worries weblink

    White papers 19 July 2019

    Equity markets have been rallying on the decisively dovish turn in Federal Reserve and European Central Bank positioning and optimism about the macro rewards such stimulus may bring. But, as highlighted in our latest overview of current macro conditions, we note a persistent mismatch between market expectations and incoming economic signals.

  • Blog | China A: Looking down the road weblink

    White papers 9 July 2019

    There’s an uplifting China story that is incredibly significant for global investors: the introduction of A Shares (available via the Northbound China Stock Connect Scheme Buy-and-Sell List)...

  • Blog | Then and now: Dramatic US economic shifts weblink

    White papers 2 July 2019

    Service sectors now outweigh manufacturing sectors by about three to one.  What more can the Russell 3000 tell us about economic change?

  • Blog | Record Russell Rebalance rejiggers top stock and rings in high profile market movers weblink

    White papers 1 July 2019

    Largest stocks rejiggered and high profile market movers welcomed…….. Apple is no longer ‘largest stock’ for the first time in seven years.Russell Reconstitution top-line stats reported on blog...

  • 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 | China A Shares inclusion – seven key points weblink

    White papers 24 June 2019

    As of Monday June 24, China A Shares are included in FTSE Russell’s flagship FTSE Global Equity Index Series (GEIS) benchmarks. Investors and markets have followed the process closely and it has made headlines around the world. But what are the main points?

  • Blog | Three risks to the “Powell Put” feel-good moment weblink

    White papers 24 June 2019

    Risk appetite has been swinging from concern about slowing global growth and profits to optimism that aggressive Fed easing was just around the corner. Optimism appears to have won the day, at least for now. Hints last week of the Fed’s readiness to cut rates sparked a global equity rally, with US stocks notching new highs.

  • Blog | Microsoft tops Apple as Russell Rebalance nears weblink

    White papers 20 June 2019

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that Microsoft (MSFT) gained nearly 30% market cap since last year’s Russell rebalance through May 10 rank day to become the largest US stock in the Russell US Indexes this year with a total market cap of $974.2 billion.

  • Blog | China A Shares inclusion: The end of the beginning (not the beginning of the end) weblink

    White papers 20 June 2019

    One development that emerging market equity investors have been watching with interest this year is the inclusion of China A Shares in the FTSE Global Equity Index Series (FTSE GEIS).

  • Blog | US equity markets hit all-time high as Russell Recon nears weblink

    White papers 14 June 2019

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that total US equity market capitalization reached approximately $31.7 trillion at this year’s Russell Reconstitution May 10 rank day, up 3% from $30.7 trillion total market cap last year.

  • 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.

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