Allocation Views Extra: The US Small-Cap Debate
Are US small-cap stocks being underestimated?
In this special edition of Macro moments, Michael Browne is joined by Francis Gannon, Co-Chief Investment Officer of Royce Investment Partners, to debate the outlook for US small caps.
They explore whether higher interest rates really spell trouble for smaller companies, why earnings and valuations could matter more than rate moves, and whether improving market breadth, M&A and stronger balance sheets are creating a more supportive backdrop.
With US small caps beginning to outperform after years in the shadow of mega-cap stocks, could a new…
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