Exploring Small Cap Stocks and Market Opportunities

The chapter features a detailed conversation with Lori Kelvaseina, head of US equity strategy for RBC Capital Markets, discussing the recent performance and potential of small cap stocks. From Fed rate cut expectations to market valuations and positioning data, Kelvaseina analyzes the factors driving the small caps rally. The discussion also delves into the world of small caps in finance, the rise of ESG investing, and the strategies employed by active managers to uncover hidden opportunities.

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