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Small-Cap Resurgence: Why the Russell 2000 Deserves a Fresh Look
In a market where mega-cap giants dominate headlines, the Russell 2000® Index quietly tells a different story—one of resilience, innovation, and untapped
potential. With macro conditions shifting and rate cuts on the horizon, is now the time to reallocate toward the next generation of growth? Join Emerald Yau,
Head of Equity Index Product Management, APAC (FTSE Russell) and Geoff Dailey, Head of US Equities, Senior Portfolio Manager (BNP Paribas Asset Manage…
Morningstar's Q4 2025 US Market Outlook - No Margin for Error: Stocks Fully Valued
The US stock market has become increasingly concentrated as only ten stocks account for over one-third of total market capitalization. Yet not only is the
market becoming ever more concentrated, seven of those stocks accounted for over 55% of the market return this year and each are tied to growth in
artificial intelligence. More than ever, the stock market is tied to one theme—artificial intelligence. The stock market is hitting new highs and is now trading…
Russell US Indexes: We unpack Q3 so you can plan Q4
We review the Q3 2025 performance of US equities and the key market drivers. Highlights from this webcast: • Small caps outpace large caps in broad
equity rally: In a reversal from Q2 and the 12M performance trend, Russell 2000 outpaced Russell 1000 in Q3 in the context of an improving US growth
outlook and a resumption of monetary easing by the Fed. • Broad-based industry participation: While Tech’s contribution to index returns was significant, m…
Morningstar's Q4 2025 US Market Outlook - No Margin for Error: Stocks Fully Valued
The US stock market has become increasingly concentrated as only 10 stocks account for over one-third of total market capitalization. Yet not only is the
market becoming ever more concentrated, seven of those stocks accounted for over 55% of the market return this year and each are tied to growth in
artificial intelligence. More than ever, the stock market is tied to one theme—artificial intelligence. The stock market is hitting new highs and is now trading …
The end of US exceptionalism? Re-evaluating the weight of US equities in a global portfolio
Recent geopolitical shifts challenge one of the strongest return engines of recent years: US exceptionalism. As World ex-USA equities are experiencing record
inflows, this webinar reviews a few fundamental anchor points to guide investors towards finding a representative, transparent and performing way of
allocating regions within a global portfolio. While doing so, the next questions we will deal with where to allocate excess weights to. This challenges investm…
Morningstar's Q3 2025 US Market Outlook: Has the Storm Passed, Or Are We in the Eye of a Hurricane?
There has been no shortage of volatility this year. US stocks started the year at a rarely seen premium over a composite of our valuations. The weather
began to turn as overvalued and overextended AI stocks cracked after the DeepSeek scare. Yet, the brunt of the storm hit after Liberation Day tariffs were
announced. Then, as tariffs were put on pause, almost just as quickly, the skies began to clear. The market has become increasingly optimistic that the still …
Russell US: Mapping the US Equity Market since 1984 [a webinar with iShares]
How the Russell Indexes deliver an objective view of the ever-changing US equity market. 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-ca…
Morningstar's Q3 2025 US Market Outlook: Has the Storm Passed, Or Are We in the Eye of a Hurricane?
There has been no shortage of volatility this year. US stocks started the year at a rarely seen premium over a composite of our valuations. The weather
began to turn as overvalued and overextended AI stocks cracked after the DeepSeek scare. Yet, the brunt of the storm hit after Liberation Day tariffs were
announced. Then, as tariffs were put on pause, almost just as quickly, the skies began to clear. The market has become increasingly optimistic that the still …
Morningstar’s Q2 2025 US Market Outlook - From Overheated to Opportunity: Positioning for What’s
Ahead
The US stock market started the year trading at a rarely seen premium over a composite of our valuations. Following the DeepSeek scare, AI stocks sold off
rapidly with many trading well into bear market territory. After this sell-off, the market is now trading slightly below fair value. One of the hardest aspects of
investing is separating signal from noise. Divining between news that identifies a paradigm shift that will either positively or negatively affect earnings (signa…
Russell US Indexes: We unpack Q1 so you can plan Q2
We review the Q1 2025 performance of US equities and the key market drivers. Highlights we will discuss: - Large caps outperform in Q1 Russell 1000
outperformed Russell 2000 in Q1, consistent with the 12M trend. - Value outperforms Growth Both large-cap and small-cap Value indices outperformed their
Growth counterparts in Q1. - Tech and Discretionary detract significantly Tech and Discretionary posted steep losses and detracted from index returns. Defe…