Beyond Bulls & Bears

Is it Time for Small-Cap Stocks to Shine?
Equity

Is it Time for Small-Cap Stocks to Shine?

“In our view, US small-cap stocks are currently among the most expensive in the world, especially in the technology and health care sectors. With valuations looking expensive to us in the United States amid rising interest rates, we aren’t finding as many compelling opportunities as we are in Europe and Asia outside of Japan.” - Franklin Equity Group’s Ed Lugo

A Big World for European Small- and Mid-Cap Stocks
Equity

A Big World for European Small- and Mid-Cap Stocks

“In a potentially more uncertain market environment characterised by higher volatility and rising interest rates, we believe that in-depth stock analysis can uncover overlooked or unfairly punished European small-cap investments.” - Ed Lugo, Franklin Equity Group