Stocks Overtake Commodities As Small-Caps Assert Strength

Blue Heron Systematic Portfolios Key Takeaways: Global equities are back in the lead as commodities have stalled on both an absolute and relative basis. Within global equities, leadership remains with the ex-US components and within the US, relative trends are favoring mid-caps and small-caps relative to large-caps. At the sector-level, Financials and Consumer Discretionary are […]