TOOLS
Login to access your documents and resources.
Equities
Small cap equities still have room to run
Since the end of the COVID-induced recession in April 2020, small cap equities have handily outperformed their large cap counterparts. Large caps narrowed the performance gap during the summer of 2021 as the U.S. economic rebound slowed and interest rates retreated from springtime peaks, muting enthusiasm for the “reflation trade” that had favored small caps earlier in the recovery. But the fourth quarter brought a resurgence of stronger growth and rising rates, along with inflation that reached multi-decade highs. In this environment, Nuveen’s equity investment specialists see three key reasons to be bullish on small caps in the near to medium term, while also advocating a strategic allocation to the asset class as part of a well-diversified, long-term investment portfolio.
Related articles
Today’s ultra-cheap non-U.S. equity valuations may be alluring, but beware the impulse to jump right in.
Our equity team offers its perspective on these topics and a cautiously optimistic conclusion in the analysis that follows.
It's an ideal time to reassess the benefits of dividend growth investing.
Our offices
