Featured Insights


Chart of the Week

INFLATION: STILL TOO LOW?

Source: Bloomberg, June 22, 2018.Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

Inflation: Still Too Low?

CHART OF THE WEEK

Market Snapshot

OPEC: Crude Agreement

OPEC made a deal to hike production by 1 million barrels – and included Russia; Emerging Market election season begins with Turkey; European service growth beat expectations for June; U.S. tax revenue from its metals tariffs netted nearly $800 million so far; the costs have yet to be tallied.


Featured Insights

Market Outlook
Jun 01
Market Outlook

Winners and Losers in Small-cap Retail

June 01, 2018

Bill Hench looks at the dynamics in the retail industry and outlines the factors that he thinks will help some companies to survive and thrive.

Market Outlook
May 03
Market Outlook

Small-cap stocks:

At Odds With Reality

May 03, 2018

History suggests that it's time for value stocks—as well as cyclical sectors—to take the lead in small-caps, yet investors seem to be resisting the shift. What's behind the disconnect?

Investment Insights
Apr 03
Investment Insights

Small caps

Volatility Is Back...

April 03, 2018

...and probably here to stay, notes Royce co-CIO Francis Gannon. His advice: tune out the noise about tariffs and rising rates, and instead focus on cyclical small caps with improving earnings and global exposure.

Investment Insights
Mar 22
Investment Insights

Small-cap stocks

Why Earnings Matter

March 22, 2018

Increased volatility is obscuring the rising strength of small-cap earnings, which we believe should ultimately translate into leadership for certain cyclical sectors—those that combine profitability, relatively attractive valuation, and global exposure.

Investment Insights
Oct 26
Investment Insights

Looking beyond the U.S.

International Small-Cap: Surprising Quality

October 26, 2017

Why should investors consider maintaining a small but consistent allocation to this often-overlooked asset class? The answer is simple: superior risk-adjusted returns with very low correlation to traditional equities.

Market Outlook
Oct 17
Market Outlook

Market overview

Poised to Lead: Small Caps with Global Exposure

October 17, 2017

Smaller companies in cyclical sectors that do business abroad -- or with other U.S. firms that have global exposure -- could be well positioned to benefit from improving global growth.

Market Outlook
Sep 08
Market Outlook

How Could Small-Caps Surprise?

September 08, 2017

Co-CIO Francis Gannon discusses the ongoing consolidation in small-caps, while also touching on earnings, valuations, and the prospects of a pick-up in volatility.

Investment Insights
Aug 24
Investment Insights

The Case for Active in International Small-Caps

August 24, 2017

International small-caps have attractive attributes and active managers are well positioned to uncover the best that this underutilized asset class has to offer.

Market Outlook
Jul 05
Market Outlook

Small-cap stocks

Healthy Rotation or Rally at Risk?

July 05, 2017

Royce Co-CIO Francis Gannon looks at recent small-cap results and sees a consolidating asset class setting the stage for its next move up

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