2025 Outlook

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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.

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