The cap rate spread over the 10-year Treasury yield is normally positive, reflecting the additional risks inherent in real estate assets (Exhibit 1). The risk premium is generally considered necessary ...

The time to get small cap exposure could be presenting itself if the 2023 rally fueled mostly by large-caps starts to dissipate. Small cap companies could be taking the reign and leading the rally ...

It’s time for … Indicators of the Week! Our weekly look at some of the most fascinating economic numbers from the news. On today’s episode: Why does Davos feel interesting this year? What if we did ...

Small-cap stocks have significantly underperformed larger-cap names this year The popular sentiment is that small-cap stocks are a leading indicator of the economy and the rest of the market. Based on ...

The Russell 2000 Index, which tracks small- and mid-cap stocks, will be lower in a year’s time, according to the indicator I follow that has the best record forecasting the stock market’s 12-month ...