US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large…
30/04/26
Location Boston
Articles from Geoff Dailey
Audio
Article
US small-cap stocks – An attractive alternative to European and US large caps
Hopes for US small-capitalisation shares were high after last November’s re-election of Donald Trump. Investors looked for a repeat of…
08/10/25
Audio
Talking Heads – Full steam ahead for US small caps
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Investors have reassessed the effects of the Trump tariffs on…
02/10/25
Audio
Talking Heads – US small caps: looking beyond the near-term uncertainties
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Investors are…
05/03/25
Video
What makes US large-cap stocks so attractive right now?
US large-cap companies – already a market segment that stands out in terms of capital appreciation in recent years –…
04/03/25
Video
Now is a great time to invest in US small caps
As Geoff Dailey, Head of the US Equities team, explains in this short video, several tailwinds make this moment a…
18/02/25