Spread Between Rolling 8-Week Cumulative Flows as a % of Market Cap: Small Caps vs. Large Caps Should investors overweight U.S. small-cap stocks despite strong outflows? Image: BofA Securities
Small Cap Stocks vs. Large Cap Stocks Relative valuations still suggest that small-caps could outperform large-caps over the next decade. Image: BofA Global Research
Stocks – Net % Say Large Caps Will Beat Small Caps (FMS Investors) Will large caps beat small caps? Image: BofA Global Fund Manager Survey
Small Cap Stocks vs. Large Cap Stocks Relative Performance Should U.S. equity investors overweight small-cap stocks in their portfolio? Image: BofA US Equity & Quant Strategy
Large Cap Stocks in Periods of Rising Inflation Are large cap stocks a hedge in periods of rising inflation? Image: Arbor Research & Trading LLC
FMS Investor – Small Cap Stocks Will Beat Large Cap Stocks Is the reflation trade already over? Image: BofA Global Fund Manager Survey
Performance – U.S. Small Cap Stocks vs. Large Cap Stocks Will small caps continue to outperform large caps this year? Image: BofA Global Research
Small Cap vs. Large Cap Correlation with US 10-Year Breakeven When inflation expectations rise, small-caps tend to outperform large caps. Image: BofA Global Investment Strategy
% of Large Cap Active Funds Outperforming Russell 1000 Benchmarks in May Best May in history for actively managed large-cap funds. But can active large-cap funds outperform benchmark over a full market cycle? Image: BofA US Equity & Quant Strategy
Value vs. Growth and Small Caps vs. Large Caps The rally in small caps is a strong bullish signal, but it has not yet been confirmed by a rebound in value vs. growth. Image: BofA Research Investment Committee