Market Moves
Is It Time to Consider Small-Cap Strategies?
Asset managers are drawn to the category’s performance, specifically in industrials and other beneficiaries of the artificial intelligence theme.
Lower rates, domestic orientations and history could produce a turnaround, Lazard says.
Perils waylay these stocks, which haven’t caught a break in years. Ah, but some hope exists.
While small names have done OK, they suffer from factors like a possibly weakening dollar, the firm’s John Lynch argues.
Result: Small-cap and value stocks end up neglected, Michael Burry says.
For a change, the small-stock S&P 600 outpaced its large-cap sibling, with healthcare a big plus.