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.
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