Search Results for: small cap

Relative Performance – Nasdaq 100 vs. Russell 2000 The frenzy surrounding artificial intelligence is driving U.S. tech stocks back to high levels relative to small caps. Image: BofA Global Research

S&P 500 vs. Russell 2000 – Trailing 12-Month EPS Small cap earnings tend to lead large cap earnings. Image: BofA Global Investment Strategy

Russell 2000 / S&P 500 vs. ISM Manufacturing PMI (Leading Indicator) The performance of U.S. small caps relative to the S&P 500 suggests a decline in the ISM Manufacturing PMI. Image: Morgan Stanley Research

Valuation – Russell 2000 Price-to-Book Ratio Small cap valuations remain high despite the recent sell-off. Image: Goldman Sachs Global Investment Research

Russell 2000 vs. S&P 500 – Annualized Average Monthly Return Small cap stocks tend to underperfom the S&P 500 when growth slows. Image: Goldman Sachs Global Investment Research

Russell 1000 Value Index Could this be the beginning of the rotation towards value and small caps? Image: Financial Times

Performance – Russell 1000 Value/Growth Month Returns This month sees the strongest outperformance in small cap value since the 2000s (September return projected to month end). Image: BofA Global Investment Strategy

U.S. Equities and Global Equities ex-U.S. This chart suggests that higher yields could cause great rotation from bonds to stocks, US equities to non-US equities, growth to value, large caps to small caps, tech stocks to bank stocks, credit to commodities,… Image: BofA Global Investment Strategy

2019 Market Performance Compared to 2018 Large growth, S&P 500, small growth, small caps and REITs perform best in 2019. Image: Fidelity Investments

Rotation vs. U.S. GDP Growth Forecasts Chart suggesting that the rotation out of bonds into equities, out of growth into cyclicals, out of large caps into small caps, and out of gold into copper, is expected to continue in 2020. Image: Fidelity Investments