Looking beyond mega-tech

24/07/2024 14 min Episodio 82
Looking beyond mega-tech

Listen "Looking beyond mega-tech"

Episode Synopsis

In a year where investor focus was squarely trained on mega-cap technology stocks, small caps finally found their moment in the second week of July. Was it just a momentary break from normal service, or is it a signal of a broader stock rotation to come? Matthew D. Miskin, CFA, our Co-Chief Investment Strategist, shares his views.