Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around.
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
