Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts.

This week’s topic: Equities: Opportunities in diversity?


  • While small caps and value stocks have “underperformed” large caps and growth, this has only applied to the indices. Within the indices, there’s been a great diversity of opportunity.
  • Perhaps the key lesson is that stock selection has mattered most in those asset classes.

Get more charts and insights like this by downloading our Q2 Market Optics chartbook today.

Disclosure:

Index definitions

All investing involves risks, including the possible loss of principal. There can be no assurance that any investment strategy will be successful. Investments fluctuate with changes in market and economic conditions and in different environments due to numerous factors, some of which may be unpredictable. Each asset class has its own risk and return characteristics.

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