Small Caps


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Posted by Hải Âu (73..178.6) on December 09, 2023 at 18:54:37:

Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, said in a research note this past week that “the time is now” to get bullish on small-caps. “We think it’s a good time to add exposure here,” she wrote.

The relative price/earnings ratio of the Russell 2000 compared with the S&P 500 has reached the lowest level since the dot-com era, she said.

Calvasina said that smaller companies haven’t gotten credit for the fact that they used the low-rate environment of recent years to spruce up their balance sheets. Meanwhile, she added that likely Fed rate cuts will be a catalyst for smaller companies. “Small-caps typically outperform when the Fed starts cutting,” she wrote.


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