Tag: Russell 2000

Market Moves February 24, 2021

Expect a Market Correction, Sam Stovall Warns

A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.

Market Moves May 29, 2020

Stock Market’s Rise Doesn’t Jibe with Overvalued P/E, Stovall Warns

CFRA sage likens investors to an ‘irresponsible teenager’ borrowing against dubious future allowances.

Market Moves January 30, 2020

Small-Cap Stocks to Stay in the Wake of the Big Boys, LPL Says

While small names have done OK, they suffer from factors like a possibly weakening dollar, the firm’s John Lynch argues.

Asset Allocation December 9, 2019

Small Caps Start Climbing, at Long Last

Beaten down for much of the current bull run, smaller stocks out-pace the big boys.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.