IJR

IJR offers diversified exposure to US small caps with attractive current valuations vs. large caps. Read what makes IJR compelling even without imminent rate cuts.

Earnings-based approaches can shape small‑cap valuations and performance differently across market cycles. The article suggests that how earnings are used in valuation matters for small‑cap stocks.

Across 11 midterm years, the Russell 2000 averaged just a 0.5% gain and finished higher only 45% of the time. The piece highlights that small‑cap performance tends to lag during midterm election periods.

Global small-cap equities are one of the most persistently overlooked corners of the public markets. The current environment presents an unusually compelling entry point for allocators.