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Small cap equities still have room to run

Small cap equity CPM summary

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.

Small caps remain attractively valued

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