Emerging markets and small caps outperform S&P 500 year to date, Ben Carlson notes

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Emerging markets and small caps outperform S&P 500 year to date, Ben Carlson notes — Emerging markets and small caps surge

Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, shares year-to-date returns through Monday's close for key equity segments. Emerging markets have gained 31%, small caps 22%, small cap value 21%, value stocks 15%, dividend stocks 12%, and mid caps 11%. In contrast, the S&P 500 is up 10% and the so-called Magnificent 7 are down 3%.

Carlson raises the question of why many market segments are outperforming the S&P 500 this year.

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Carlson previously observed that the S&P 493 outpaced both the S&P 500 and the Magnificent 7 in 2024. He has also pointed out that South Korea delivered a higher return than the S&P 500 over the past decade. These posts continue his focus on market segments outperforming key U.S. benchmarks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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