QUARTERLY REPORT - JULY 2023
Large-caps and Growth retain leadership in Tech-driven Q2 rally
Key Highlights:
- Growth gets AI fever
- Large-caps win favor as economic outlook dims
- EPS growth outlook brightens
- Dividend yields in recovery
- Valuation re-ratings continue
- Russell IPO activity still in the doldrums
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 indices. It's part of a series of reports, available by email as soon as they are published.
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