All Small cap articles – Page 3
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White papers
Insights: Tipping the scales of corporate profitability with gender-diverse boards
Published research links board diversity to increased corporate profitability, but a key question for investors is how much diversity is required to make a financially material difference to companies.
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White papers
Blog | Risk and opportunity on the horizon for US small cap investors
While the 2020 picture looks promising for US small-cap equities, according to market experts at FTSE Russell and Cboe, a number of risks still lurk on the horizon for investors.
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White papers
Blog | FTSE Russell & CME Group – US small cap equity perspectives in 2020
Market experts from leading global index provider FTSE Russell and CME Group recently gathered to share their insights on US small cap equities in 2020, including opportunities and risks on the horizon and how investors can use index-based investment products to optimize exposure to this important asset class.
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White papers
Blog | Are there active bets hidden in your index?
As the bull market has marched on in 2019, rising markets have continued to lift US stocks to new highs. Indexes are generally the metric for these milestones, which can at times raise questions about uneven performance—particularly when an index reaches an all-time high while another comparable index doesn’t. But comparisons such as these lose sight of the very purpose of a passive index, which is to stay true to its stated objectives rather than outperform them.
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White papers
SPIVA U.S. Mid-Year 2019
How do active managers stack up against their benchmarks over short and long time periods.
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White papers
Blog | US equity markets - a focus on size and style
As investors race toward the finish for 2019 and look ahead to 2020, US large caps continue to outperform small caps while growth still leads value. FTSE Russell market experts share insight on whether these trends are likely to continue into the new year
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White papers
Blog | China A50: is big still beautiful?
China A Shares have made headlines as major index providers have begun phasing them into their major global equity indexes. The inclusion process began recently, but FTSE Russell has offered China A Shares indexes since 2001, when China first started easing restrictions on A Shares foreign investment.
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White papers
CFA Institute Blueprint for the EU Capital Markets Union for the European Parliamentary Legislative Period, 2019–2024
This blueprint addresses four principal topics: capital markets union, fintech, sustainable finance, and value for money. We worked together with our members from 23 CFA EU societies to publish a this paper describing the main policy and regulation challenges they encounter in their local financial market and underlining some possible solutions.
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White papers
Blog | New futures tools help retail investors address US small-cap equity market volatility
New data from CME Group, Cboe and global index provider FTSE Russell shows a broader set of retail investors utilizing futures products to address US small-cap equity market volatility.
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White papers
Seeking Big Opportunities in Small Companies
As Europe finds itself in a climate of lackluster growth and political volatility, with an equity market that has been on an unprecedented 10-year bull run, investors are searching for pockets of value. A long-term allocation to small-cap equities is one potential solution.
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People News
Introducing two of the top active minds in European equities
Jupiter is an established active fund management business with a reputation as a desirable home for some of the most talented fund managers in the industry. Many are well known. Their track records, investment philosophies, and investment processes are a big draw for people making decisions on where to invest. Fund managers at Jupiter have significantly more freedom than those at many larger institutions – something which ensures the company has a healthy pipeline of talent – within a framework of governance and risk management.
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White papers
Capitalizing on an inefficient market - The case for active REITs
When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results.
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White papers
Beneath the Surface
This quarter, Neuberger Berman’s Asset Allocation Committee Outlook focuses on how surfaces can hide complexity and opportunity. As the S&P 500 Index breaks new records even as U.S. Treasury yields fall in anticipation of rate cuts, we believe it is time to be more cautious in overall stock and bond allocations.
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White papers
Blog | A defining moment for US small-cap stocks
According to global index provider FTSE Russell, the US small-cap Russell 2000 Index has returned 6.6% annually over the past 20 years on a price basis as of September 30 as compared to a 4.6% annual price return for the US large-cap Russell 1000 Index for the same period.
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White papers
Blog | Value rally fails to disrupt defensive bias
Equity factors made a dramatic U-turn in September, capturing the mercurial and rapidly shifting appraisal of economic prospects across global markets. But we think it’s too early to call this a regime change.
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White papers
Factor Profile: Quality
Quality Investment strategies are often focused on identifying companies that have a sustainable competitive advantage and / or have generated consistent shareholder value over time.
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White papers
Share Buybacks or Composite Equity Issuance?
Even though factor investing is widely supported in academia and investment practice, forecasting and harvesting factor returns remains challenging for various reasons. One signal that has received more than a little attention of late is share buybacks.
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White papers
Factor Profile: Value
While select equity factors have historically outperformed the broad equity market over the past 50 years, investors should be careful about assuming that what has worked to identify the right factors in the past will work in the future. The value factor is a good example. As technology and service companies become a larger part of the global economy, the traditional and simpler value metrics don’t work as well. Here is what investors can do.
