FTSE Russell, An LSEG Business’ Post

Just published: our quarterly Russell US Indexes Spotlight report providing a deep-dive into the performance and key market drivers of US equities, viewed through the lens of Russell large-cap (Russell 1000), small-cap (Russell 2000), Growth and Value indexes. Read it now: https://lseg.group/4cL58kq

Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. Read more here: https://ow.ly/aamy30sHxXr Posted on behalf of GIML. For professional investors only. Capital at Risk: GAM actively targets performance and to meet or exceed investment objectives. However, due to the nature of financial markets there are no performance guarantees and losses could be incurred. In addition, this does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for informational purposes only.

Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. Read more here: https://ow.ly/GQoe30sHy5p Posted on behalf of GIML. For professional investors only. Capital at Risk: GAM actively targets performance and to meet or exceed investment objectives. However, due to the nature of financial markets there are no performance guarantees and losses could be incurred. In addition, this does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for informational purposes only.

A busy week awaits   U.S. equities posted a second straight week of gains, fueled by investor optimism for artificial intelligence investment, corporate earnings, and potential pro-business policies of the new administration. The S&P500 index rose 1.7% to a record weekly closing high…. READ MORE! https://lnkd.in/gQDYRGbU

Ever wonder how global market trends can guide your stock picks? 📊 This month, the MSCI World Index is staying above its 200-day moving average, leading to some exciting recommendations. One standout: a large UK bank offering a shareholder yield of 13.4%, combining both dividends and share buybacks. Curious how this impacts your investment strategy? Dive in and learn how global markets can shape your portfolio! #InvestingForBeginners #FinancialTips #StockMarketInsights https://buff.ly/47rVtxN

Please see latest insights from GSAM regarding the volatility over the last several trading days.

Equities are crucial in a portfolio for potential growth and diversification. Despite market volatility, they offer opportunities for significant returns, especially in emerging markets like India, which show resilience and low correlation with global peers. Staying invested and active in equities can help mitigate risks and capitalize on positive earnings surprises.

We would like to thank Nasdaq speakers John Lewis (Senior Portfolio Manager) and Miles Clark (Research Analyst) for hosting today's webinar "2025 Market Outlook". Providing a comprehensive quarterly/full year update with points of relative strength within domestic equities, seasonal tailwinds in play, areas of fixed income, recent shifts in international equites/commodities, discussing momentum's historical year and what this means for 2025.

With US equity markets soaring, investors loaded up on the US with a record $122 billion of inflows — 97% of November’s equity inflows. Will this trend continue into the new year? Get Matthew Bartolini, CFA, CAIA’s take: http://ms.spr.ly/6042oPT7C

Despite the sharp market selloff, our CIOs maintain their conviction on #equities. Emerging Market equities, especially India stocks have shown resilience amidst global uncertainties . In a recent interview with Bloomberg, Hiren Dasani, CFA , co-head of emerging markets equity points to the strong earnings of Indian companies. #Indiaequities also have low correlation with global peers due to the domestic-driven growth. While #Japanequities have taken a strong initial hit due to concerns over a strong Yen, a strengthening local currency bodes well for quality stocks. The economic fundamentals in Japan have not changed and in fact, we have seen positive earnings surprises in the last quarter. Companies are also stepping up on governance and accelerating the unwinding of cross shareholdings. I was in Japan about a month ago and from my conversations, domestic investors are excited over the prospects for both public and private markets.