10.10.2024
The Elusive Small-Cap Revival
U.S. small-cap equities have trailed their larger peers for over 13 years. Although the asset class has shown intermittent signs…
Index-based investment strategies, those that passively invest with the goal of replicating the return pattern of a specific benchmark, were first created and marketed to investors beginning in the early 1970s. The well-known financial concept known as Efficient Market Hypothesis was developed earlier in the 1960s and postulated that it was not possible for an investor to consistently beat market returns on a risk-adjusted basis over time since market prices incorporate all available information. The adoption of this hypothesis by the finance community certainly contributed to the proliferation and validation of passive strategies.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
10.10.2024
U.S. small-cap equities have trailed their larger peers for over 13 years. Although the asset class has shown intermittent signs…
10.02.2024
— LIVE WEBINAR OCTOBER 23 — Please join Marquette’s research team for our 3Q 2024…
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Following last week’s preliminary annual benchmark review from the Bureau of Labor Statistics that suggested U.S. job growth has been…
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