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Small Caps: A Head Fake Or The Real Deal

by Irene Tunkel, Chief Strategist  

Recently, small-cap stocks have shown signs of outperformance. In this report, we examine whether the rebound is sustainable by analyzing long-term structural trends, the macroeconomic backdrop, the impact of tariffs, and other key factors.

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BCA Research | US Equity Strategy

Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.

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