We evaluate the criteria for creating homogenous groups of global and domestic companies to help investors gain a deeper understanding of the effect of macro-economic events and exchange rate changes on firm’s valuation.
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How much impact could a new administration in 2021 have on sustainable investing in the US?
Vaccine-fueled hopes for a quicker return to economic normalcy ignited a powerful rotation in Q4 away from long-dominant Quality and Momentum into Value and (smaller-cap) Size factors hit hardest by the pandemic shock since last March.
After a Q4 sprint that puts US small-cap stocks virtually even with US large-cap stocks for 2020 in terms of full-year performance (a 21% rise for the US large-cap Russell 1000® Index relative to a 20% rise for the US small-cap Russell 2000® Index), this asset class continues to rise in the early days of 2021.
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