Since early 2025, the rally in small caps has been dominated by highly volatile and unprofitable names. We unpack the evidence that the leaders in 2026 will be of an entirely different caliber.

The recent plateau in domestic power consumption looks like the exception, not the rule. We take a closer look at the investment implications of a resurgent demand for electricity.

With the Fed cutting rates, investors may want to revisit their equity allocations. See why small caps look particularly well positioned for the next leg of the easing cycle.

With solid growth and attractive multiples, we think the beleagured regional banking segment may be worth a closer look.

Broad-based negative returns across asset classes has created significant uncertainty in financial markets—and created an attractive entry point for small caps.

After years of deferrals and delays, companies are finally revisiting increased spending on capital expenditures and re-shoring.

The COVID-19 crisis may have in many ways set a new floor for basic materials. See where we're finding opportunities for long-term investment.

Investors looking beyond the big names in equities don’t need to sacrifice liquidity. See why history suggests that micro caps could be a compelling alternative.