Small Cap Archives

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA®

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps and retail darlings suffer big losses. International Outperformance: The string

A Small-Cap Surprise Party

Mike Dickson, Ph.D.

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D.

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Time to Think Small?

Mike Dickson, Ph.D.

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid earnings outlook could solve recent small-caps underperformance relative to large-caps.

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner

Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner

The Comeback Kids

Mike Dickson, Ph.D.

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video

Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

Small Packages

Zachary Hill, CFA®

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA®

Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during