The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

In 2024 so far, large-cap stocks have maintained their performance edge over small-cap stocks: The Morningstar US Large Cap Index has outperformed the Morningstar US Small Cap Index by more than 4 ...

While 2023 proved to be a very good year for the equity market overall, it was also one dominated by the strong gains enjoyed by large-cap growth stocks. Unfortunately, this came at the expense of ...

Is this a good time to invest in stocks, especially small-caps that are typically more volatile than large-caps? Why invest in small-caps? What are the metrics to look for before investing in ...