Lifting US Small Caps To Overweight
Published on
The past two weeks have been characterized by a rotation in US equities. Sectors and styles that are sensitive to rising interest rates such as real estate, tech, and growth stocks have been underperforming. Meanwhile, less rate-sensitive equities – such…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Essentials
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.