Outlook: Russell US Indexes Show Shift - Investors Favor Dynamic Stocks YTD as of July 29
Russell Strategists Forecast Positive Trajectory for Global Market Small-Cap & Microcap Stocks Leading
(firmenpresse) - SEATTLE, WA -- (Marketwired) -- 07/31/13 -- U.S. markets helped propel global markets in 2013 as of July 29, reflected by the , while the strongest U.S. equity returns occurred at the smaller end of the size spectrum and investors favored dynamic over defensive stocks. And the increased risk appetite of investors as indicated by the U.S. indexes performance YTD is consistent with the outlook of Russell's team of investment strategists for steady U.S. growth over the next 24 months.
"Year-to-date returns for the Russell U.S. Indexes show that investors migrated toward the smaller end of the cap spectrum and favored more economically sensitive, less stable (i.e., Dynamic) U.S. stocks, with the shift from Defensive to Dynamic a relatively recent trend in the U.S. large cap equity space," said David Koenig, CFA, FRM, investment strategist with Russell Indexes. "The additional insight gained from the Russell Indexes helps illustrate the value for investors in having index analysis tools that accurately measure and track the changing dynamics of the market across a variety of market capitalizations and investment styles."
The Russell Microcap® Index returned 27.1% year-to-date as of July 29, followed by 23.4% for the Russell 2000® Index for the same time period.
The Russell 1000® Index returned 19.8% year-to-date as of July 29, followed by 19.2% for the Russell Top 200® Index and 17.2% for the Russell Top 50® Mega Cap Index for the same time period.
Dynamic stocks have outperformed Defensive stocks year-to-date as of July 29, as illustrated by performance of the Russell 1000 and Russell 2000 Defensive & Dynamic Indexes. Dynamic stocks have pulled ahead within the Russell 1000 Index in July, in which Dynamic stocks have outperformed in July, after Defensive stocks outperformed for the first half of 2013.
This week, Russell Investments released its for global markets, projecting continuing economic improvements in the U.S., Europe & Japan. For the U.S., Russell's team of global investment strategists projects steady growth over the next 24 months, believing the U.S. economy has sufficient spare capacity to grow without generating inflation pressures.
"Many investors may fear that our current economy resembles 1994 where the Fed policy tightened dramatically, leading to a sudden rise in yield rates and choking equity growth," said Mike Dueker, chief economist for Russell Investments. "Our perspective is that the economic conditions today parallel 1984 more closely, when a bullish U.S. economy forged the way for stable global growth. Similarly, we expect the U.S. economy to be characterized by moderate inflation, a low recession risk and stable growth in the coming months."
Please note: Indexes are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Russell's publication of the Indexes or Index constituents in no way suggests or implies a representation or opinion by Russell as to the attractiveness of investing in a particular security. Inclusion of a security in an Index is not a promotion, sponsorship or endorsement of a security by Russell and Russell makes no representation, warranty or guarantee with respect to the performance of any security included in a Russell Index.
Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.
Opinions expressed by Mr.Dueker and Mr. Koenig reflect market performance and observations as of July 29, 2013 and are subject to change at any time based on market or other conditions without notice. Past performance does not guarantee future performance.
This material is not an offer, solicitation or recommendation to purchase any security.
Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional. The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
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Datum: 31.07.2013 - 07:30 Uhr
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