Should You Invest In Small and Mid Cap Stocks? Is Now the Time?

25:32
 
مشاركة
 

Manage episode 317366115 series 2137790
بواسطة Money For the Rest of Us and J. David Stein، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.

Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation?

Topics covered include:

  • How big are small and mid-cap stocks
  • How have small and mid-cap stocks performed relative to large-cap stocks
  • How have active small and mid-cap managers performed relative to indexing options
  • Are bigger IPOs contributing to small and mid-cap stocks underperformance
  • How expensive or cheap are small-cap stocks relative to large-cap
  • What is the capital asset pricing model and how do academics use it to identify outperforming factors
  • How value, momentum, and quality drive small-cap stock outperformance
  • How to invest in small and mid-cap stocks

Thanks to Policygenius for sponsoring the episode.

For more information on this episode click here.

Show Notes

The Morningstar Active/Passive Barometer

Initial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of Florida

The Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin Santhakumar

The Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van Vliet

Factor Timing: Keep It Simple by Michael Aked—Research Affiliates

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

398 حلقات