Opportunities in small- and mid-cap stocks
After a rough 2022, small-cap stocks spent the first part of 2023 on a roller-coaster. Small caps started the year strong, outperforming the broader market as investor enthusiasm around a soft landing started to take hold. Then, as hotter than expected inflationary data and hawkish U.S. Federal Reserve commentary stalled the broader markets, the regional banking crisis opened a trapdoor under small caps.
Looking to the rest of 2023, portfolio managers at three independent investment boutiques at Raymond James Investment Management say critical considerations for small- and mid-cap investors include:
- Macroeconomic developments about the path of inflation and the possibility of recession;
- Key secular growth trends; and
- Thematic opportunities that active managers see potentially influencing asset allocation.
Disclosures
The webinar replay is for financial professional use only. It is approved for one hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit upon viewing the full replay and completing a brief assessment. The link above will direct you to AssetTV.com, where you will need to create a free login to view this content. Asset TV is not an affiliate of Raymond James Investment Management.
