This 2025 Outlook highlights the potential of U.S. small-cap stocks as a cost-effective way to capitalize on the country’s robust economic growth.
• Economic Drivers: Onshoring, CAPEX growth, and a supportive policy environment bolster small-cap earnings potential.
• Valuation Advantage: Small- and mid-cap stocks remain significantly cheaper than large caps, offering attractive entry points.
• Key Trends: M&A recovery, declining inflation, and AI adoption are expected to support small-cap outperformance.
• Sector Focus: Service-oriented and industrial small caps benefit from structural U.S. economic shifts.
For a detailed analysis of these opportunities and strategies, access the full report.