Asset Allocation
Small-Cap Stocks Usually Surge in Presidential Years—but Not This One So Far
Large-caps continue to dominate, upending the historical pattern, as outlined in a Royce study.
Tag: small caps
Asset Allocation
Goldman Names Top Investment Targets for 2024’s 2nd Half, as Rates Dip
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Market Moves
UBS: Where to Invest as the Dollar Keeps Weakening in 2021
Some asset classes stand to do very well, the bank finds, with no end in sight to the buck’s free-fall.
Market Moves
Stocks Now Are the Spittin’ Image of 2009, Morgan Stanley Strategist Says
And ’09 was the rebound year from the financial crisis bear market, Michael Wilson notes, meaning we’re in for a bullish stretch.
Asset Allocation
Small Caps Start Climbing, at Long Last
Beaten down for much of the current bull run, smaller stocks out-pace the big boys.