April 8, 2024

Russell US Indexes Spotlight - April 2024

Quarterly report

Large-caps and Growth hold sway amid broad-based gains

A better-than-expected US economic growth outlook, more modest expectations for the timing and size of interest rate cuts, structural tailwinds from AI-related technologies and a rebound in oil prices provided the backdrop for equity performance in Q1 2024.

Key highlights:

  • Large-cap leadership resumes
  • Growth continues to outpace Value
  • EPS outlook stable for large-cap Growth, higher elsewhere
  • Dividend yields edge lower
  • Valuation re-ratings continue
  • Russell IPO inclusions pick up in small-cap

Authored by FTSE Russell’s Global Investment Research team, this quarterly publication provides 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. It's part of a series of reports, available by email as soon as they are published.

To support your investment decision-making, we produce specialist content that provides analysis and insights on a range of investment topics. Go to our Global Investment Research hub for valuable Market Insights.

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