Small cap

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Small cap Global Industry Research Biotech Institutional Program Discover Large cap Thematic solutions Article Equity
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Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing

From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.

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By

Wen Shi, PhD, CFA

Mark Sevecka, PhD

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8 min
Article
2025-10-31
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Small cap Diversification Multi-asset Tactical allocation Wealth Program Inflation Multi-Asset solutions Article
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Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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By

John Mullins

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6 min
Article
2025-07-31
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Mid Year Outlook Designs 4_sd_v2
Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Multiple authors

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Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Equity Small cap Outlook EM equity Large cap Mid-cap Article
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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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By

Andrew Heiskell

Nicolas Wylenzek

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9 min
Article
2025-06-30
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Asset allocation Value vs growth Macro and market iStrat Small cap Equity Strategic allocation Top of Mind iStrat program Article
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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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By

Adam Berger, CFA

Nataliya Kofman

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7 min
Article
2025-05-31
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Asset allocation Macro and market Small cap iStrat program Top of Mind Strategic allocation Equity iStrat Article
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Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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By

Adam Berger, CFA

Peter Carpi

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8 min
Article
2024-12-31
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72779390
Equity Small cap Value vs growth Tactical allocation Growth Fundamental equity Article
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4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

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By

Andrew Heiskell

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3 min
Article
2025-04-30
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Small cap Equity Value vs growth Macro and market Article
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A turning point for US small caps

Myth busting US small caps: why now could be a compelling entry point for the asset class.

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Multiple authors

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18 min
Article
2025-04-30
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Mid Year Outlook Designs
Outlook Fundamental equity EM equity Large cap Small cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell

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Article
2024-12-31
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