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Adjusting Small and Mid-Cap Investments for Optimal Asset Allocation
In this episode of FIN-LYT by EWA®, Matt Blocki and Jamison Smith discuss the current investment environment, focusing on the rationale behind underweighting of mid and small-cap stocks. Recorded in early August 2024, they discuss how at that junction, asset allocation should be adjusted based on economic cycles and the evolving financial landscape. By examining the historical performance of large-cap versus small-cap stocks, Jamison explains why large caps are currently being favored, pointing to their stability and profitability during periods of high interest rates and economic uncertainty.
Their conversation dives into recent economic data, illustrating how small-cap stocks typically outperform in bull markets but struggle during volatile periods due to their reliance on lending and investor capital. Matt and Jamison analyze the current macroeconomic climate, highlighting factors such as negative earnings in smaller companies, the rising cost of borrowing, and the need for flexibility among businesses during political and economic shifts. The episode provides insights on maintaining a diversified portfolio while managing exposure to different asset classes, ensuring that investors are well-prepared for both short-term and long-term market trends.
Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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By EWA LLC
5
5151 ratings
In this episode of FIN-LYT by EWA®, Matt Blocki and Jamison Smith discuss the current investment environment, focusing on the rationale behind underweighting of mid and small-cap stocks. Recorded in early August 2024, they discuss how at that junction, asset allocation should be adjusted based on economic cycles and the evolving financial landscape. By examining the historical performance of large-cap versus small-cap stocks, Jamison explains why large caps are currently being favored, pointing to their stability and profitability during periods of high interest rates and economic uncertainty.
Their conversation dives into recent economic data, illustrating how small-cap stocks typically outperform in bull markets but struggle during volatile periods due to their reliance on lending and investor capital. Matt and Jamison analyze the current macroeconomic climate, highlighting factors such as negative earnings in smaller companies, the rising cost of borrowing, and the need for flexibility among businesses during political and economic shifts. The episode provides insights on maintaining a diversified portfolio while managing exposure to different asset classes, ensuring that investors are well-prepared for both short-term and long-term market trends.
Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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