IWM / High regional bank exposure looks like headwind for small caps, says BoA's Jill Carey Hall

History tells us that market pullbacks are an inescapable part of investing. However, markets can change on a dime when the crowd least expects it, so more_horizontal

The Russell 2000 index is in trouble as interest rates punish America's small-cap companies get punished by high-interest rates. The closely watched i more_horizontal

Small-cap investing has changed and may no longer add significant value to portfolios compared to the past. The S&P 500 has become skewed toward large more_horizontal

The iShares Russell 2000 ETF (IWM) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the more_horizontal

Small-company stock indexes reached for new 52-week lows this week, indicating a bearish market trend. Rotten breadth participation outside of a handf more_horizontal

Small caps have struggled due to high interest rates and weak fundamentals. They have continued to suffer from underperformance against the S&P 500. T more_horizontal

I spent all of last week in the media and in print, going over the importance of 2 key indicators. more_horizontal

The bearish forecast for stock indices still appears to be on track, and we expect to see more declines going into spring 2024. Our previous post co more_horizontal