April 13, 2026

Russell US Indexes Spotlight - April 2026

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  1. Overview
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Quarterly report

Value leads in Q1 and March; small caps gave up lead in March amid higher inflation and rates outlook

Key highlights:

  • While Value’s momentum continued, small caps gave up leadership in March
  • March may mark a macro regime shift
  • In Focus – Broad-based selloff masks underlying trends
  • Earnings more resilient for large caps; still too optimistic?
  • Tech-heavy indices see larger derating
  • The multi-year recovery in IPO inclusions slows in Q1

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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Webinars

16 April

Russell US Spotlight

Presented by Kristy Akullian (Blackrock/iShares); Mark Barnes, PhD & Catherine Yoshimoto (FTSE Russell)
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