Section
Small Cap Stocks
17 posts
Richard Bernstein: Reviving Guns & Butter?
by Richard Bernstein Advisors Economic historians sometimes refer to mid-1960s’ US fiscal policy as “Guns & Butter”. The…
When Mega Caps Waver and Small Caps Surge
by Kristian Kerr, Head of Macro Strategy, LPL Research Every market cycle has its own character, but certain…
Big Beats Small, Always?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. We cleaned up the Alfie Solomons quote from Peaky…
Liz Ann Sonders: Global Rebalancing, Market Breadth, and the Return of Diversification
In her January 2026 Market Snapshot1, Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, offers a macro-literate,…
The Small-Cap Breakout Trade No One’s Talking About: PriceSmart Leads the Pack
by SIACharts.com Before we introduce PriceSmart (PSMT), the focus of today’s Daily Stock Report, let’s first examine the…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The Royce Roundtable: Risks and opportunities in AI—and elsewhere
AI’s impact on the US small-cap market and why earnings strength can sustain recent US small-cap leadership are some of the topics being discussed in this new roundtable from Royce Investment Partners.
US small-caps undiscovered connection: Value-led periods and active management
Royce Investment Partners: There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead.
Are Small Caps Next in Line to Shine?
by Jordan McCall, Dan Fletcher, Jeannette Louh, Russell Investments Key Takeaways Small-caps stocks may benefit soon from deglobalization,…
Craig Basinger: Small, Medium, or Large?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments One recurring discussion topic over the past few…
Bargain, Value Trap or Something in Between?
Analyzing the Also-rans in a Magnificent Bull Market for Growth by Ben Inker and Anna Chetoukhin, GMO LLC…
Small Caps: What You Don't Know But Should
by Raheel Siddiqui, Senior Investment Strategist, Neuberger Berman Small cap stocks span a wide range of characteristics and…
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffett’s growing cash reserves signal caution in an…
Small Caps Are Poised to Shine—Here’s Why
by Raheel Siddiqui, Senior Investment Strategist, Neuberger Berman Relative valuations, macro drivers, market dynamics: In our view, many…
Four reasons dividends matter now
by Matt Quinlan, Portfolio Manager, Franklin Equity Group With interest rates moving lower and meaningful economic and geopolitical…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.