Sma finance data from SMA Finance on the Russell

Data from SMA Finance on the Russell 2000 shows the index pushing above its 50-day SMA for the first time in weeks, indicating small-cap recovery. This move often precedes rotation into growth sectors once interest rate fears ease. At a challenging point in the fundraising cycle for flagship funds (according to PEI, private equity fundraising fell by 17% year-on-year in H1 2025 to US$384 billion, the weakest first half since the pandemic), SMA inflows have become a key fundraising channel for managers. Firms can close SMA vehicles within shorter timeframes, focusing negotiations on one counterparty rather than having to corral large groups of investors over protracted periods when raising conventional pooled funds. WTMU employs a laddered maturity strategy to invest in a portfolio of securities with an average duration between four and eight years and expectations of maturity or call options in 15 years. The latest SMA Finance analysis underlines that U.S. real estate ETFs are reclaiming the 100-day SMA, supported by softer long-term yields. Investors watch for a continued climb.