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Active management: Aligning portfolios with client goals

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Peter Carpi Profile
Peter Carpi
Equity Portfolio Manager

Insights By Peter Carpi

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Article
4 min
Mid-cap Small-cap Asset allocation Equity Americas Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting the stage for small caps in 2025

Our small-cap equity experts discuss valuation, market cycles, economic conditions, and sector diversification, profiling the potential of small-cap equities in 2025.

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Multiple authors

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4 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Article
8 min
Asset allocation Macro and market Small-cap iStrat program Top of Mind Equity iStrat Article Tactical allocation
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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By

Adam Berger
Adam Berger, CFA
Peter Carpi
Peter Carpi
event
8 min
Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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