Co-CIO Francis Gannon looks at the earnings picture for small-caps versus large-caps and sees a silver lining for earnings-focused active managers.
Co-CIO Francis Gannon analyzes the cross-currents and reversals in 1Q17 and details why the small-cap rally has room to run.
What increased volatility could mean for small-cap investors.
Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates.
The current environment, one marked by ample political volatility and but little market volatility, looks unsustainable to us.
Portfolio Manager Bill Hench explains how he finds opportunities, avoids value traps, and manages risk using his deep value strategy.
2016 was a terrific year for small-cap stocks—and an even better year for small-cap value and cyclical sectors.
Co-CIO Francis Gannon studies recent changes in the market, which seems to be consolidating, and how this could impact small-cap investors.
Portfolio Manager Charlie Dreifus discusses the strong 2016 for small-caps and what he thinks might come next in 2017.
Co-CIO Francis Gannon examines increased volatility among small-cap and large-cap stocks and explains why we would welcome higher levels.