Small Caps Fail To Break Out

From Steven Vannelli, CFA: Among the major groups of stocks around the world that we follow, US small-cap stocks have been the best performer over the last decade as the USD experienced a strong bull market. US small caps have outperformed our mid/large group of developed companies by almost 40% over the last 10 years.

Small Caps Came Up Big In Q2 (IWM)

From Invesco: With fears of a trade war looming over global large-cap stocks, the small-cap factor emerged as the clear winner of the second quarter. Specifically, small-cap low volatility/high dividend was the best-performing factor, followed by the small-cap versions of value, growth, equal weight and momentum (see the chart below for the indexes that represent […]

Can Small Caps Continue To Outperform?

From Invesco: Small caps have materially outperformed large caps in 2018, with the S&P SmallCap 600 Index outpacing the S&P 500 Index 7.80% to 2.58% between Dec. 29, 2017, and May 25, 2018.1 Below, I highlight the drivers of small-cap returns this year, and why I believe the trend could continue.