The neck-and-neck performances of the Russell 1000 and Russell 2000 in 2020 (up 21% and 20%, respectively) masks the intense swings in leadership between the two indexes as the COVID-19 crisis unfolded.
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Financial markets rely on a common language . Before investors can take a view on a company’s prospects, they need to understand its assets and liabilities, its cashflows and earnings. The current consensus on financial accounting standards took hundreds of years to evolve; a common language for sustainability metrics that companies can use to report their performance is still evolving.
With a Democratic US President now in office and a Democratic Congressional majority, investors may be tempted to predict where US equity markets go in the coming months based on which political party is in power. Our suggests that investors may want to use a more nuanced lens when constructing go-forward investment strategy.
Sentiment gauges rebounded sharply this year after a holiday-season dip, propelled by vaccine rollouts and “blue wave” US fiscal stimulus hopes. Enthusiasm for US small caps (and European stocks) is running notably high.
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