Tag Archives: U.S. Core
Shifting Equity Sensitivities with S&P 500 Sectors
Broad-based benchmarks such as the S&P 500® and S&P SmallCap 600® demonstrated an upbeat response to the U.S. presidential election, rising 6% and 11%, respectively, in November 2024. The spread in U.S. size segments was more muted relative to S&P 500 sectors. Exhibit 1 presents the November 2024 cumulative total return of the S&P 500…
- Categories Equities, S&P 500 & DJIA
- Other Tags
Diversifying Exceptionalism
Despite recent sharp U.S. market declines after the Federal Reserve signaled fewer than expected rate cuts, much of recent year-end market commentary has been focused on U.S. exceptionalism and the divergence of U.S. equities compared to the rest of the world. The S&P 500® was up 24.8% YTD through Dec. 18, 2024, reaching 57 all-time…
- Categories Equities, S&P 500 & DJIA
- Other Tags
Under the Hood of U.S. Equities: Perspectives on Size, Sectors and Style
Large-cap, growth and tech-oriented companies have led U.S. equity market performance so far in 2024. Investors’ optimism for the application of artificial intelligence on these companies’ growth prospects propelled the S&P 500® Top 50, S&P 500 Information Technology, S&P 500 Communication Services and S&P 500 Growth to more than 20% year-to-date gains through the end…
- Categories Equities, Factors, S&P 500 & DJIA
- Other Tags
Magnificent Mid Caps and Sensational Small Caps
U.S. equities rose in 2023, with the mega-cap “Magnificent Seven” driving most of the S&P Composite 1500®’s 25% gain. While mega caps continued to outperform in January 2024, not all seven of the aforementioned group ranked highly. This has led to some market commentators looking to coin new phrases: “Sensational Six” or “Super Six” (the…
- Categories Equities
- Other Tags