October 14, 2026

Russell US Indexes Spotlight - October 2026

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Quarterly report

Large caps regain the lead in Q3, while Value continues to outperform Growth as higher rates and tighter financial conditions shape the equity market landscape.

Key highlights:

  • Large caps regain the lead while value outperforms growth
  • Resilient growth gives the Fed room to focus on inflation
  • In Focus – The quarter in front of the steamroller
  • Earnings expectations resilient but revisions lose momentum
  • Higher rates drive widespread valuation de-ratings
  • IPO additions continue their recovery, led by small caps

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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For more information on how LSEG uses your data, see our privacy statement. You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.

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Webinars

20 October

Russell US quarterly spotlight

Presented by Kristy Akullian, CFA, Director, iShares Markets & Investment Strategy, Americas, Blackrock, Catherine Yoshimoto, Director, Product Management, Benchmark Product Development and Robert Bush, MSc, FRM, Director, Global Investment Research, FTSE Russell
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