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Can rotation into small caps be sustained?
Aug 19 2024
Length: 5 mins
Podcast

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Can rotation into small caps be sustained?

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Summary
July saw a dramatic rotation in the US stock market out of all-conquering megacap tech stocks into small caps. While a market rebalancing would be welcome, gathering economic and political uncertainty point to volatility ahead, which is a headwind for riskier small caps.

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