Featured Insights


Chart of the Week

THE FED: WAGING WAR FOR INFLATION

Chart courtesy of Western Asset. Sources: Bureau of Labor Statistics, Haver Analytics, Bloomberg and New York Federal Reserve, as of 12/31/19. 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.

Market Snapshot

Diversification: 3 Choices Now

Market Snapshot

The idiosyncrasies of niche markets can provide opportunities but require professional expertise.


Featured Insights

Market Outlook
Jan 02
Market Outlook

Small Cap Outlook

The Year of the Pivot

January 02, 2020

After a year of unrealized investor fears ended with impressive gains, what’s next for small-cap stocks?

Investment Insights
Dec 26
Investment Insights

Small-Cap Stocks

Brexit and the U.K. Election

December 26, 2019

As the political risks have diminished, Royce takes a closer look at small-cap stocks in the U.K.

Market Outlook
Oct 01
Market Outlook

3Q19 review and outlook

Where small caps could go from here

October 01, 2019

Returns for most U.S. small-cap equities were mixed in 3Q19, but unexpected and welcome reversals were the real story.

Investment Insights
Aug 15
Investment Insights

Small-cap stocks

What Positives Are Investors Overlooking?

August 15, 2019

Four small-cap specialists discuss inflation, active management, market contradiction and financial accommodation.

Market Outlook
Aug 08
Market Outlook

The Hidden Appeal Of Small-Caps And Cyclicals

August 08, 2019

What investors don’t want to overlook about the next leg of the small-cap journey.

Market Outlook
Jul 09
Market Outlook

Why Invest In Small-Caps Now?

July 09, 2019

Chuck Royce and Francis Gannon are optimistic for small-caps going forward despite negative market sentiment.

Market Outlook
Jun 14
Market Outlook

Small-cap stocks

Tariffs, Pullbacks, And Fundamentals

June 14, 2019

As the state of growth becomes harder to gauge, small-cap fundamentals are likely to matter more and more.

Market Outlook
May 24
Market Outlook

Tariff Trouble? Consider Cyclicals

May 24, 2019

Trade war talk has unleashed a wave of volatility that may be best surfed by looking at small-cap cyclical stocks.

Market Outlook
May 15
Market Outlook

Small-cap stocks

Leaning Toward Normal

May 15, 2019

What a return to more normal conditions in terms of volatility, returns, and interest rates means for the small-cap market.

Investment Insights
May 01
Investment Insights

Small-Caps: The Outlook In 4 Charts

May 01, 2019

What does recent volatility tell us about where we are in the small-cap cycle?

Market Outlook
Apr 04
Market Outlook

Small-cap stocks

Can the rally keep running?

April 04, 2019

History suggests that small-cap stocks may have more room to run, but some companies appear better positioned to lead than others.

16/16
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.