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Schwab Network: Small Cap Allocation Tips as Sector Rallies

September 26, 2025

Mike Dickson, Ph.D.

Summary

Mike Dickson, Head of Research and Fundamental Strategies, joined Schwab Network to share why he thinks small caps are positioned for a durable rally driven by falling interest rates, strong earnings growth momentum, and that they remain an uncrowded trade compared to AI-driven large caps.

Not investment advice; mentions of specific securities or sectors are illustrative in nature.

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