Summary: Despite financial and political turmoil in Europe, weak economic growth pretty much everywhere in the world and fears of the ‘fiscal cliff’, the broad U.S. equity market has remained resilient. A lot of the performance has been generated from stocks with bond-like characteristics, while cyclical and small-caps having underperformed. However, as Randy points out, there is recent evidence suggesting the trend in underperformance of domestic small-caps may be getting ready to change. Tune in to hear Randy insight on how to potentially take advantage of a rotation into small-cap stocks. Join Randy each week as he provides current market commentary and delves into timely investment topics.
