Featured Insights


Chart of the Week

REAL ESTATE: THE WAREHOUSE OPPORTUNITY

Chart courtesy of Clarion Partners. * Source: CBRE-EA, Clarion Partners Investment Research, Q3 2018, latest available figures. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Market Snapshot

U.S. Consumer: No Sale

U.S. consumers had a downbeat December; China-U.S. trade talks were set to reconvene in Washington; Mexico's Pemex got yet more help; U.K. clothiers discounted deeply, pre-Brexit


Featured Insights

Investment Insights
Jan 08
Investment Insights

Small-cap stocks

Don’t Fear the Bear

January 08, 2019

Royce sees ample opportunities in the wake of one of small-cap’s most challenging quarters in 40 years.

Market Outlook
Nov 19
Market Outlook

Will Earnings Lift Small-Cap Cyclicals?

November 19, 2018

Royce co-CIO Francis Gannon explores why ongoing earnings strength for small-cap cyclicals is bolstering confidence in the sector.

Investment Insights
Oct 26
Investment Insights

What Could the Midterms Mean for Small-Caps?

October 26, 2018

Much Ado About the Midterms? Royce managers offer their insights about the investment implications on small-cap stocks.

Market Outlook
Sep 20
Market Outlook

After Market Highs, What's Next for Small-Caps?

September 20, 2018

Surveying the small cap landscape after a period of strong gain, Royce co-CIO Francis Gannon is selectively bullish -- but generally wary of the considerable risks for growth stocks and defensive industries.

Investment Insights
Aug 24
Investment Insights

Obstacles and Optimism: Review & Outlook for 2018

August 24, 2018

During the first six months of 2018, small-cap stocks enjoyed the good times bred by a bull market that at this writing has not yet slowed down.

Investment Insights
Jul 16
Investment Insights

Six Things You Need To Know About Small Caps

July 16, 2018

Despite a wild finish, the second quarter was still markedly more bullish and less volatile than the first—and saw a shift in small-cap style leadership that we’ll be watching closely.

Investment Insights
Jun 26
Investment Insights

Small-cap stocks

Why Capex Matters

June 26, 2018

Co-CIO Francis Gannon explains why upward revisions to CapEx spending could be very good news for small-cap cyclicals.

Market Outlook
Jun 15
Market Outlook

International Small Caps Now

June 15, 2018

Thoughts on Brexit, tariffs, and the need to look beyond a company's home country to understand the true scope of its business.

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.

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.

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