Insights from Cormac Weldon on US Small Caps Performance and Future Positioning

Wednesday, 19 September 2018, 07:00

In the latest commentary, Cormac Weldon, Head of US Equities at Artemis IM, analyzes the current performance of US small-cap stocks compared to large caps. He argues that despite recent valuation adjustments, US small caps remain a superior investment choice. Weldon highlights key factors influencing this market segment and shares his positioning strategy going forward.
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Insights from Cormac Weldon on US Small Caps Performance and Future Positioning

Overview of US Small Caps

In the current financial landscape, US small-cap stocks have shown stronger performance compared to larger companies during the year. This post explores the views of Cormac Weldon, the Head of US Equities at Artemis IM, as he evaluates the potential of small caps moving forward.

Key Insights

  • Valuation Shifts: Recent revaluations in the market have affected perceptions of small-cap stocks.
  • Market Performance: US small caps outperforming large caps raises important questions about their future.
  • Investment Strategy: Weldon shares his rationale for maintaining a positive outlook on US Nebenwerte.

Conclusion

Weldon's insights suggest that, despite challenges, US small caps could be a more advantageous investment in the current climate.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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