Small Cap Stocks – Forward 12-Month Price/Earnings Ratio and S&P 600 Relative to S&P 500 Should investors favor U.S. small-cap stocks, as they trade at a discount relative to the S&P 500? Image: Morgan Stanley Wealth Management
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
Valuation – U.S. Small Cap Stocks, Fwd P/E Should U.S. equity investors consider overweighting small-cap stocks in their portfolio? Image: J.P. Morgan
Stocks – Net % Say Large Caps Will Beat Small Caps (FMS Investors) Will large caps beat small caps? Image: BofA Global Fund Manager Survey
Small Caps – Russell 2000 Non-Financials Cash as a Percentage of Market Capitalization U.S. small caps have plenty of cash. Image: BofA US Equity & Quant Strategy
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
Small Cap Stocks – Next 12 Months Price/Earnings Ratio, Russell 2000 Relative to S&P 500 U.S. small caps look attractive relative to the broad market. Image: Morgan Stanley Research
Hit Rate for S&P 500 (% Positive Returns) in Months of Small Cap Leadership vs. All Months Generally small caps tend to outperform when the U.S. economy is growing. Could small caps regain leadership? Image: BofA US Equity & Quant Strategy
U.S. Small Cap Stocks – S&P 600 Super Sectors Will U.S. cyclicals continue to outperform tech stocks as rates rise? Image: Topdown Charts