For the first time since 2022, “value” has started to outperform “growth,” and it’s started in the small-cap asset class.
Few investing phenomena have been as consistent as the tendency for quality small caps—thought of as those with positive earnings, less debt, and lower volatility—to outperform the broader small-cap ...
In recent weeks, small caps have gained traction, with the Russell 2000 outpacing the S&P 500 by 2% as of August 18. Recent economic indicators, such as July’s weaker payrolls data and cooler ...
The fundamental picture supports this shift. On a year-over-year basis, US small-cap earnings are up 8 per cent compared to ...
Small-cap stocks, via the Russell 2000, have underperformed the S&P 500 by about 5% annually over the past decade. Historically, small caps outperform large caps by 2% to 3% annually since 1927, but ...
The Russell 2000 could hit its first record high in nearly four years over the coming days as investors continue to pile cash into small-cap stocks amid the broader market’s monthslong rally. Don’t ...
Wall Street has finally turned bullish on small-caps stocks — with the Russell 2000 index recapturing record territory last week, helped along by optimism over the Federal Reserve’s interest-rate ...
Small-cap and mid-cap stocks have sold off recently and now appear cheap relative to large-cap AI growth names. The iShares Core S&P Small-Cap ETF (IJR) offers a 1.9% dividend yield and focuses on ...
All major indexes hit new record highs last week after the Federal Reserve announced a 25-basis-point interest-rate cut and signaled more cuts ahead. For the small-cap Russell 2000 Index, it was the ...
Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...
Rising Treasury yields could be an roadblock for small caps, but fundamentals finally have started to improve, says one money manager Rising bond yields could be a problem for small-cap stocks' recent ...