Relative Return: Small caps in the era of Trump 2.0
In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE Russell about markets in Donald Trump's second presidency and how US small caps are faring compared to their large-caps counterpart.
Listen as they discuss:
- Markets, inflation and interest rates in Trump 2.0.
- Trump’s growth policies and their impact on equities.
- The diversified nature of the Russell 2000 Index.
- How today's small caps can become tomorrow's winners.
- Benefits for advisers of using index-linked products.
Disclaimer: FTSE Russell is not an investment firm, and this podcast is not advice about any investment activity. This podcast is solely for informational purposes.
FTSE Russell is a leading global provider of benchmarks, analytics, and data solutions with multi-asset capabilities.&nb...
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia’s cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation’s journey towards net zero emissions.
In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement.
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank’s unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards.

