Small-cap underperformance has historical precedent — but cycles turn. We’re in the 12th year of a small-cap lagging cycle, longer than average. Historical data suggests a reversal is near. Higher ...

Russell 2000 companies collectively carry over $800 billion in debt, with approximately $368 billion maturing in 2026 and another $341 billion in 2027. Here’s the problem, tough. 43% of small-caps are ...

Small-cap stocks have lagged large caps for years. (Investors divide stocks based on the size of their market cap.) Over the past 10 years, the total return of the S&P 500 large-cap benchmark index ...

Small caps are poised to finish 2025 with a fifth consecutive year of trailing large caps, yet Bank of America says conditions are aligning for a long-awaited reversal in 2026. According to Bank of ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

I rate the Vanguard Small-Cap ETF a buy, expecting small caps to outperform due to low valuations, strong earnings, and upcoming rate cuts. Small caps are at the end of a long underperformance cycle, ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...

When investing in multi-family real estate, understanding capitalization rate, usually referred to as CAP rate, is crucial for making informed decisions. This rate serves as a benchmark for evaluating ...