Small-Cap Stocks Are Stirring On Policy Shifts, Earnings Edge

March 05, 2026 04:46:00 am

Source: SeekingAlpha

2026-03-05 04:46:00 ET

By James MacGregor, CFA, Samantha S. Lau, CFA and Erik Turenchalk, CFA

Are US small caps finally shaking off a decade of underperformance?

After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we believe a dramatic improvement in earnings growth driven by lasting change in the US economy is creating sustainable recovery potential for small companies of all types....

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Small-Cap Stocks Are Stirring On Policy Shifts, Earnings Edge