All Small cap articles

  • Smaller Companies- Specialists & Industry Leaders
    Video

    Smaller Companies: Specialists & Industry Leaders

    2022-11-22T12:46:00Z By Barings

    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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    Blog

    US small caps flex muscle in the October relief rally

    2022-11-09T11:44:00Z By FTSE Russell

    After leading the global equity selloff earlier this year, US small caps have begun showing signs of life since summer, riding the periodic bursts of optimism about the outlook for inflation and hopes for some let-up in future Fed rate hikes. Albeit brief, these glimmers of small-cap vigor suggest how the tides of investor favor might flow once the pivot does come and/or risk appetite improves more resolutely.

  • Why smaller companies
    Video

    Why Smaller Companies?

    2022-10-31T14:43:00Z By Barings

    From strong performance to industry leaders, there are a number of reasons we believe small-cap equities are worth consideration for longer-term investors.

  • Russell US Indexes Spotlight - October 2022
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    Russell US Indexes Spotlight - October 2022

    2022-10-10T11:04:00Z By FTSE Russell

    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. 

  • SDG Engagement Equity Fund 2022 H1 Report
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    SDG Engagement Equity Fund 2022 H1 Report

    2022-10-04T15:05:00Z By Federated Hermes

    The Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.

  • overlooked-in-the-us-international-small-caps
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    Overlooked in the U.S.: International Small Caps

    2022-09-08T09:15:00Z By Allspring Global Investments

    International small-cap equities are underrepresented in most U.S. investors’ portfolios. Boosting allocations can provide the potential for diversification benefits and improved risk-adjusted returns. Active international small-cap managers have historically outperformed their benchmarks over multiple horizons.

  • Russell US Indexes Spotlight Report- Q2 2022
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    Russell US Indexes Spotlight Report: Q2 2022

    2022-07-13T14:18:00Z By FTSE Russell

    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.

  • FTSE - background image
    Blog

    Health care winners and losers in the Covid era

    2022-06-29T15:08:00Z By FTSE Russell

    US health care stocks have seen many twists and turns during the Covid-19 crisis years, mirroring shifting investor attentions to the new growth opportunities arising from the massive investments and advances in vaccines, testing and other technological innovations within the medical arena.

  • Four decades of Russell US Indexes reconstitution - An ETFs perspective
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    Four decades of Russell US Indexes reconstitution - An ETFs perspective

    2022-06-22T14:58:00Z By FTSE Russell

    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.

  • hero-supply-chain.w
    White papers

    Reimagining Supply Chains: The Investing Challenge

    2022-06-17T10:41:00Z By AllianceBernstein

    From carmakers to smartphone manufacturers, companies around the world are reorganizing their supply chains amid a wave of disruptions. Equity investors will need to sharpen their analytical tools and engagement skills to determine which businesses are proactively adapting to a new reality.

  • Four decades of Russell US Indexes reconstitution - A derivatives perspective
    Webinar

    Four decades of Russell US Indexes reconstitution - A derivatives perspective

    2022-06-15T15:32:00Z By FTSE Russell

    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.

  • An Investor’s Guide to Evolving Supply Chains
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    An Investor’s Guide to Evolving Supply Chains

    2022-05-04T13:28:00Z By AllianceBernstein

    Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic. Equity investors must decipher which companies can adapt their processes to compete in a less globalized world.

  • Franklin Templeton Greenspace in Small-Cap ESG
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    The Uncharted Greenspace in Small-Cap ESG

    2022-03-21T14:08:00Z By Franklin Templeton

    Why small company ESG investing presents an opportunity, and how ESG analysis helps investors become better stewards of client capital.

  • FT-Geo-UK
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    Geopolitical Risks in the United Kingdom

    2022-03-08T14:58:00Z By Franklin Templeton

    As geopolitical tensions escalate across the globe, our UK Equity team provides its insights into Russia’s invasion of Ukraine and the implications for UK-listed companies.

  • US small cap - FTSE
    Blog

    US small caps outperform in global meltdown

    2022-03-08T14:21:00Z By FTSE Russell

    Amid the widespread stock-market wreckage arising from the Russian-Ukraine conflict in February, there was one notable survivor: US small caps actually posted gains for the month, eclipsing the broad US market and most markets elsewhere.

  • FTSE Russell - Inflation & Rising Rates
    Blog

    Inflation & Rising Rates – Exploring 2021 US equity drivers and Q1 opportunities with iShares

    2022-02-16T09:46:00Z By FTSE Russell

    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.

  • Amundi - European equity market- the great value rotation and the dividend appeal.png
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    European equity market: the great value rotation and the dividend appeal

    2022-02-11T10:50:00Z By Amundi Asset Management

    January 2022 was a record month for European value equity, in terms of its outperformance vs. growth. The market’s reassessment of central banks’ actions after their hawkish turn has driven real yields higher and benefitted value stocks, while growth sectors such as technology, which are more sensitive to interest rates duration, have suffered.

  • FTSE Russell_US small cap
    Blog

    What’s behind the US small-cap flameout?

    2022-02-10T14:08:00Z By FTSE Russell

    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.

  • Winners & losers of the 2021 market rollercoaster
    Blog

    Winners & losers of the 2021 market rollercoaster

    2022-01-06T09:55:00Z By FTSE Russell

    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.

  • Our best investment ideas
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    Our best investment ideas

    2021-12-06T16:23:00Z By Nuveen

    Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.