Analysis: US small-cap stocks shift in style, with growth companies gaining a relative advantage
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最新报道：According to Bijie.com, on September 4 (UTC+8), the rebound momentum of small-cap stocks in the US stock market is fading, with market concerns that the speed and magnitude of interest rate cuts may not be sufficient to alleviate the pressure on highly indebted companies. The Russell 2000 Index has fallen daily so far in September, following a 7% gain in August, its best monthly performance of the year. The 30-year Treasury yield, approaching 5%, has sparked market concerns, suggesting that even with Federal Reserve action, bond yields are likely to remain elevated for a long time, weighing on sentiment for small-cap stocks. Furthermore, while the Fed may cut interest rates this month, market concerns suggest it may subsequently enter a pause, further exacerbating uncertainty with the uncertain US economic outlook. Analysts believe that in the current environment, companies with solid earnings and the ability to withstand uncertainty should be prioritized. Boston, Head of Global Small Cap Equities and Chief Fund Manager at Polar Capital, believes that if a rate cut cycle begins, growth-oriented small-cap stocks will be the relative winners within the sector, while value-oriented companies may lag behind.
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