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A Small-Cap and Value Stock Rally in July

Listen to a quick, 3-minute summary featuring the market and economic news for the month of July.

Highlights include:

  • In July, the market experienced a shift in stock performance leadership with small-cap and value-oriented stocks gaining the most on average.
  • While the S&P 500 Index of the largest U.S. companies returned slightly over 1% for the month, the Russell 2000 Index of small companies climbed 10%.
  • In the month, the large-cap Russell 1000 Value, which returned 5%, outperformed the Russell 1000 Growth by 6 percentage points—the widest monthly margin since March 2001!
  • With only a few mega-cap stocks producing most of the market performance in the first half of the year, many investors began searching for undervalued opportunities.
  • In addition, the July inflation report boosted investors’ confidence that the Federal Reserve would cut interest rates later this year.

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Katharine E.W. Dudley, AIF®
Vice President, Client Advisor

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You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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