The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Real Vision: Finance & Investing
Small Cap Value in Emerging Markets
Sally Kohn: 2014-15 was probably the single worst time to come up with the idea of small cap value in any flavor, right? She says when a crisis comes and spreads blow out, these things get decimated for a few reasons. Kohn: These companies that are really cheap tend to be GDP linked cyclicals. The chances that GDP recovers at that moment is actually pretty high, especially in developed markets.
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