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SchrodersEquityLensStrategicResearchUnitMarketingmaterialforProfessionalClientsonly.November2024
01Chartsofthemonth 02Regionalperformance 03Fundamentalsandvaluations 04SectorsStyles 05IndexcompositionTableofcontents2
Summary–USequitieshavesoaredonthebackofTrump’svictoryandareup27%YTD.Incontrast,EuropeexUKequitiesareup5%YTDinUSDterms(slides5-6).–Performancehasbroadenedoutwithmanysectorsperformingwell(slide7).–USsmallcapsarenowbeatinglargecaps(slide8).Smallercompaniesare:–cheaperinvaluationterms,withintheUSandinternationally(slides30-31),–moredomesticallyfocussedthanlargecaps,sostandtobenefitfromTrump’sdomesticpriority(slide9)–havemorefloatingratedebt,thecostofwhichfallsastheFedcutsrates–Smallcapshavealsoparticularlyenjoyedthecurrent1-3%inflationenvironmentinthepast.Thisrangeofoutcomeshasbeenwide,however,andmuchwiderthanlargecaps(slides13-16).Smallcapsareriskier.–ThenarrativethattheMagnificent-7*arethesoledriverofstockmarketreturnshaspasseditsuse-bydate.But,ifyoutracktheglobalmarket,yougetalotofexposuretothem,lesstothewideropportunities(slides10-11).Otherthantheintroslides,whichcapturethepost-US-electionmarketmovesto8November,allotherslidesareasat31October,unlessclearlystatedotherwise.Pastperformanceisnotaguidetofutureperformanceandmaynotberepeated.*TheMagnificent-7isthenamegiventoNvidia,MetaPlatforms,Amazon,Apple,Alphabet,Microsoft,Tesla.Pleaseseerelevantdisclaimersonslide473
GlobalequitiesChartsofthemonth
TheTrump-effect:USequitieshavesurgedfurtheraheadsincemonth-endDecompositionofdriversofreturnssincemonth-endto8November,USDtermsPastperformanceisnotaguidetofutur
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