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How US Small Caps Lost Their Edge

Автор: Nick Colas and Jessica Rabe of DataTrek Research

Загружено: 2025-03-18

Просмотров: 4817

Описание: In this video DataTrek co-founder Jessica Rabe shows how the Russell 2000 has been slowly losing its performance edge versus the S&P 500 over the last 2 decades. She explains why US small caps went from being reliable outperformers to a trade that needs to be well-timed based on the alignment of specific factors. Ultimately, US small caps are a levered play on the US economy, while large caps are a levered play on disruptive innovation at global scale. The latter has won out over the last decade.

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Disclosures: DataTrek Research, LLC (“DataTrek”) is making the material, data and information (collectively “DataTrek Information”) contained in this video (this “video”) available to its viewers for informational purposes only. The DataTrek Information is not intended to provide tax, legal or investment advice, and does not constitute a suggestion, solicitation or offer to purchase or sell securities. DataTrek believes that the DataTrek Information is reliable, but does not warrant its completeness or accuracy. DataTrek assumes no duty to update such information. Viewers should carefully read the DataTrek Terms of Service, Privacy Policy and Subscription Agreement, including accompanying documentation, as those documents contain important information and disclosures about the products or services covered thereby. These documents are available at https://datatrekresearch.com/subscrip..., https://datatrekresearch.com/terms-of..., and https://datatrekresearch.com/privacy-.... DataTrek Information is subject to change at any time. DataTrek is not responsible for third-party information or services, including market data from any securities exchange.

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