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  • Blog | Falling too far? What sets fallen angels apart weblink

    White papers 27 September 2019

    When US investment grade bonds are downgraded and cross the ratings threshold into high yield territory, they join the sector known as “fallen angels.” And while they’re technically categorized as high yield (HY) bonds, it’s important to note that fallen angels were initially issued as investment grade (IG) credits. This is why they tend to have distinct characteristics that set them apart from the rest of the US HY bond market.

  • 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 | 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 | 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.

  • Russell US Indexes – 40 years of insights download

    White papers 18 June 2019

    The Russell US Indexes were created in 1984 by the Frank Russell Company (now part of FTSE Russell) with the goal of providing accurate representation of the investable US equity market. When initially introduced, the Russell indexes provided five years of simulated back-history so that a historical record would exist, enabling investors to use the indexes at launch without requiring a live track record to be accumulated.

  • 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 | Is it a good time to be in the stock market? weblink

    White papers 29 May 2019

    As we enter this year’s annual Russell rebalancing process (also known as the Russell Reconstitution), investors may be interested to know that it has been 35 years since the Russell indexes were created, and the original guiding principles behind the rebalancing process and other features of the Russell indexes have stayed constant over the years.

  • Fallen Angels in the US credit market download

    White papers 22 May 2019

    A Fallen Angel is a corporate, or sovereign, bond downgraded from Investment Grade (IG) (minimum rating of BBB- with S&P, Moody’s or Fitch) to a High Yield credit rating (of BB , or below with S&P, Moody’s or Fitch). Thus, the downgrade from Investment Grade (IG) to High Yield (HY) is far more significant than a downgrade for a bond staying within the same asset class. Fallen Angels tend to have higher credit-beta than other HY issues as a result.

  • Fallen Angels in the US credit market download

    White papers 22 May 2019

    Characteristics, historical performance and differences between the current credit cycle and earlier regimes...

  • Blog | US-China standoff catches US economy at low ebb weblink

    White papers 20 May 2019

    The pickup in headline first-quarter US GDP growth sent out false signals about the underlying health of the US economy, as a closer analysis reveals. And the recent flare-up in US-China trade tensions isn’t helping.

  • Blog | The US yield curve is not a broken recession indicator weblink

    White papers 16 May 2019

    Suggestions that inverted yield curve is an unreliable indicator of pending recession are exaggerated, says Robin Marshall...

  • 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 | Multi-asset: What’s in a name? weblink

    White papers 12 March 2019

    In order to bring some rigor to the process, FTSE Russell takes a volatility-based definition, which we believe cuts through the noise and focuses on what the indexes measure.

  • Blog | Factor valuation considerations weblink

    White papers 7 March 2019

    The increasing popularity of factor investing has raised questions about the valuation of factors. As with individual stocks, there is no definitive valuation metric that provides a clear answer, and different valuation metrics may well result in different conclusions. Join Sergiy Lesyk, director of Applied Research at FTSE Russell, to learn more about the merits and pitfalls of different measures and approaches.

  • International investment and the US dollar download

    White papers 11 September 2017

    In 2015 FTSE Russell launched a series of international equity indexes for the USD-based investor that are 50% USD hedged to help investors evaluate their currency exposures and their hedging strategies when investing in foreign equities.

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