Daily Spotlight: Small-Caps and Emerging Markets

15% of equity allocation recommended for small- and mid-caps! In 2026, bonds lead stocks, but growth stocks lag. Our models adjust based on market conditions, with large-caps favored for strength and tech exposure.

Global stocks surprised in 2025 with strong performance. As U.S. stocks are expected to regain their long-term trend, the current market cycle suggests a balanced approach between large and small-cap investments.

Looking ahead, volatility in global markets may influence U.S. stock performance. Stay tuned for tactical adjustments as we navigate these economic conditions.