Sign up to save your podcasts
Or
Share Can rotation into small caps be sustained?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Can rotation into small caps be sustained?
July saw a dramatic rotation in the US stock market out of all-conquering megacap tech stocks into small caps. While a market rebalancing would be welcome, gathering economic and political uncertainty point to volatility ahead, which is a headwind for riskier small caps.
View all episodes
By Intuition Publishing (www.intuition.com)July saw a dramatic rotation in the US stock market out of all-conquering megacap tech stocks into small caps. While a market rebalancing would be welcome, gathering economic and political uncertainty point to volatility ahead, which is a headwind for riskier small caps.