All Large cap articles
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VideoSmaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
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White papers
Russell US Indexes Spotlight - October 2022
Large-caps lost ground to small-caps in the Q3 selloff, as investors favored smaller players in Telecom, Health Care and resource stocks, where the small-cap index has bigger exposures. In another U-turn, Growth held up better than Value for both size indexes, buoyed by the summer rally in Consumer Discretionary and other growth stocks.
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White papers
Russell US Indexes Spotlight Report: Q2 2022
Authored by FTSE Russell’s Global Investment Research team, this new quarterly publication provides a deep-dive into the performance and key market drivers of US equities, viewed through the lens of Russell large-cap (Russell 1000), small-cap (Russell 2000), Growth and Value indexes.
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Webinar
Four decades of Russell US Indexes reconstitution - An ETFs perspective
Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro cap), industry breakdowns and style structure.
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Webinar
Four decades of Russell US Indexes reconstitution - A derivatives perspective
Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro cap), industry breakdowns and style structure.
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Blog
Staples offer shelter from equity-market storms
Consumer staples stocks have been the stalwart performers of US equities this year, as they play their traditional role of providing refuge in times of extreme market stress.
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Blog
‘Tech wreck’ takes brutal toll on US stock market
Global stock markets have been hit hard this year, but few as severely as the US. With its outsized exposure to the world’s largest technology companies, the US has taken the brunt of the crushing selloff in high-growth stocks amid the investor flight from pricier, riskier segments of the market.
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White papers
Four decades of Russell Indexes Reconstitution
Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro cap), industry breakdowns and style structure.
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White papers
Large Cap Value, Inflation Fighter
Large-cap value stocks have characteristics that could make them compelling in the current environment and beyond.
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White papers
From Buying the Dips to Fading the Rallies
Equity markets are higher than they were on the eve of the invasion of Ukraine, but here’s why we think there is more volatility, and potentially more downside to come.
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White papers
As Rates Rise, Financials Can Shine
Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.
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Video
Big Tech vs the Central Bank: The race for digital currency
MIT’s Media Lab Director of the Digital Currency Initiative, Neha Narula, joins us in the latest discussion of our series FTSE Russell Convenes. Neha shares her thoughts on how the advancing technologies around cryptocurrencies like Bitcoin and Ethereum is placing pressure on central banks.
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White papers
Value Can Potentially Outperform Even if Growth Slows
We believe value is likely to outperform growth over the coming years—and threats to economic growth from inflation, rate hikes and geopolitical risks do not change our view.
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Blog
Inflation & Rising Rates – Exploring 2021 US equity drivers and Q1 opportunities with iShares
To arm investors with insights to navigate Q1 2022, our research team recently joined forces with iShares investment strategists to examine equity performance in Q4 2021 and through the full year. Panelists centered the discussion around what the inflation and rising-rates environment means for investors.
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White papers
Focused on Fundamentals in an Unsettled Market
The rapid innovation and disruption occurring across industries, coupled with a market that is digesting dislocations stemming from the coronavirus pandemic and a flood of central bank liquidity, mean that differentiating between volatility and actual business risk is more critical than ever for growth investors with a longer time horizon.
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Blog
What’s behind the US small-cap flameout?
A year ago, US small-cap stocks were riding high on the post-lockdown jubilance fueled by the news of a Covid-19 vaccine breakthrough. This January, US small caps led the collapse across global equity markets, even nearing bear market territory at one point during the month.
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Blog
Winners & losers of the 2021 market rollercoaster
It was a banner year for risk assets. Despite the relentless pandemic overhang and several risk-off stumbles, most equity markets tallied double-digit gains in 2021, and cyclically sensitive stocks strongly outpaced more economically defensive ones. Oil and other commodity prices surged. High-yield credit posted decent mid-single-digit gains in the US and Eurozone.
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White papers
Transition to Net Zero with the S&P PACT™ Indices (S&P Paris-Aligned & Climate Transition Indices)
Backed by evidence from the UN Intergovernmental Panel on Climate Change (IPCC), ambition has grown to limit global temperature rise to 1.5°C since pre-industrial levels, reaching net zero by 2050. Currently, 70% of global CO2 emissions are covered by net zero targets (IEA, 2021).
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White papers
Factoring It All In — Q3 2021
Through a factor investing lens, we provide insights into the most recent quarter, this time focusing on the “unintended tilts” factor.
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White papers
Only 1/4 of large caps are on track to meet the Paris Agreement
The United Nations Climate Change Conference of the Parties (COP) is in its 26th edition this year in Glasgow, Scotland. This is where global head of states, policymakers, and luminaries are gathering to discuss progress and actions in mitigating and adapting to the effects of climate change.
