Tag: small cap performance
Earnings Could Be Stronger Than Ever; Growth And Small-Caps Time To Shine?
Key Takeaways We forecast 8–10% returns for the S&P 500 in 2018. The S&P 500 is well positioned to generate strong earnings, in our view, thanks to better global growth and potentially lower corporate tax rates. Back to business: fundamentals to drive stock market gains in 2018. With a focus on business fundamentals and the […]
Is Policy Skepticism Creating A Small Cap Opportunity?
Key Takeaways We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C. Loss of confidence in policymakers’ ability to achieve tax reform has created an opportunity in small caps, in our view, should a tax deal be reached in Washington, D.C. The potential for the U.S. dollar to […]
