How US Small Caps Lost Their Edge - DataTrek Research
07 Apr
Facebook Twitter Google Linkedin Pinterest

Trial DataTrek Morning Briefings for Free

Thousands of investors and financial journalists rely on Nick and Jessica’s newsletter every day for their thought-provoking work on markets, data and disruption. See why for yourself by starting a 2-week FREE trial below.


By clicking submit, you agree that you have read and understand our Terms of Service, Subscription Agreement, and Privacy Policy, and hereby agree to be bound by them.

How US Small Caps Lost Their Edge

By datatrekresearch in YouTube How US Small Caps Lost Their Edge

In our latest video DataTrek Research co-founder Jessica Rabe shows how the Russell 2000 has been slowly losing its performance edge versus the S&P 500 over the last 2 decades. She explains why US small caps went from being reliable outperformers to a trade that needs to be well-timed based on the alignment of specific factors. Ultimately, US small caps are a levered play on the US economy, while large caps are a levered play on disruptive innovation at global scale. The latter has won out over the last decade.

Watch it here on our YouTube channel. Please hit like/subscribe and share this video if you find it useful!

Trial DataTrek Morning Briefings for Free

Thousands of investors and financial journalists rely on Nick and Jessica’s newsletter every day for their thought-provoking work on markets, data and disruption. See why for yourself by starting a 2-week FREE trial below.


By clicking submit, you agree that you have read and understand our Terms of Service, Subscription Agreement, and Privacy Policy, and hereby agree to be bound by them.