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Opus News & Insights

Review of U.S. Small Caps - November 2018

Friday, December 14, 2018

While there has been much ado about U.S. small cap weakness this year, theRussell 2000 Index (R2K) continues to post a positive year-to-date return.It was an interesting month, as it was the revenge of the bond proxies, i.e.Utilities and Real Estate. It was also a bumpy month, as volatility increased,but in the end, the R2K returned 1.6%.
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Review of U.S. Small Caps - October 2018

Wednesday, November 7, 2018

Red October did not disappoint, as it was all tricks and no earnings beats. The month, which finished down sharply, appeared to be a shakeout from two factors: an adjustment to a tighter financial environment and a share de-rating of the market's implied growth view. U.S. small caps joined the party with international markets as their year-to-date performance turned negative.
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Review of U.S. Small Caps - September 2018

Monday, October 8, 2018

Fears of a "trade war" seem to have subsided, to a degree, following deals signed with two of the U.S.'s three biggest trading partners -Mexico in late August, and Canada, just at the end of the quarter.
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