Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

How Do Small-Cap Stocks Fit Into My Investment Mix?

by Michael Halloran and Andrew Leger February 3, 2023
Where an investor falls on the large-cap vs. small-cap debate normally aligns with their risk appetite.

More risk-on investors, and usually those with longer investment time horizons, tend to prefer riding the small-cap wave, seeking the higher upside of (typically) younger companies on the rise. On the other hand, large-cap companies are more established and considered safer investments due to their (typically) healthier balance sheets, stronger and more stable cash flows, better access to capital markets, and better customer stickiness.

Continue to read full PDF

This report is provided for informational and educational purposes only and shall in no event be construed as an offer to sell or a solicitation of an offer to buy any securities or a recommendation for any strategy or to buy, sell, or hold any product. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Employees of Janney Montgomery Scott LLC or its affiliates may, at times, release written or oral commentary, technical analysis, or trading strategies that differ from the opinions expressed here. The information described herein is taken from sources which we believe to be reliable, but the accuracy and completeness of such information is not guaranteed by us. The opinions expressed herein may be given only such weight as opinions warrant. This Firm, its officers, directors, employees, or members of their families may have positions in the securities mentioned and may make purchases or sales of such securities from time to time in the open market or otherwise and may sell to or buy from customers such securities on a principal basis. This report is the intellectual property of Janney Montgomery Scott LLC (Janney) and may not be reproduced, distributed, or published by any person for any purpose without Janney’s prior written consent. This presentation has been prepared by Janney Investment Strategy Group (ISG) and is to be used for informational purposes only. In no event should it be construed as a solicitation or offer to purchase or sell a security. Past performance is no guarantee of future performance and future returns are not guaranteed. There are risks associated with investing in stocks such as a loss of original capital or a decrease in the value of your investment. For additional information or questions, please consult with your Financial Advisor.

About the authors

Michael Halloran

Equity Strategist

Read more from Michael Halloran

Andrew Leger

Equity Analyst

Read more from Andrew Leger

Related Articles

How Do Small-Cap Stocks Fit Into My Investment Mix?

by Michael Halloran and Andrew Leger February 3, 2023
Where an investor falls on the large-cap vs. small-cap debate normally aligns with their risk appetite.

More risk-on investors, and usually those with longer investment time horizons, tend to prefer riding the small-cap wave, seeking the higher upside of (typically) younger companies on the rise. On the other hand, large-cap companies are more established and considered safer investments due to their (typically) healthier balance sheets, stronger and more stable cash flows, better access to capital markets, and better customer stickiness.

Continue to read full PDF

This report is provided for informational and educational purposes only and shall in no event be construed as an offer to sell or a solicitation of an offer to buy any securities or a recommendation for any strategy or to buy, sell, or hold any product. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Employees of Janney Montgomery Scott LLC or its affiliates may, at times, release written or oral commentary, technical analysis, or trading strategies that differ from the opinions expressed here. The information described herein is taken from sources which we believe to be reliable, but the accuracy and completeness of such information is not guaranteed by us. The opinions expressed herein may be given only such weight as opinions warrant. This Firm, its officers, directors, employees, or members of their families may have positions in the securities mentioned and may make purchases or sales of such securities from time to time in the open market or otherwise and may sell to or buy from customers such securities on a principal basis. This report is the intellectual property of Janney Montgomery Scott LLC (Janney) and may not be reproduced, distributed, or published by any person for any purpose without Janney’s prior written consent. This presentation has been prepared by Janney Investment Strategy Group (ISG) and is to be used for informational purposes only. In no event should it be construed as a solicitation or offer to purchase or sell a security. Past performance is no guarantee of future performance and future returns are not guaranteed. There are risks associated with investing in stocks such as a loss of original capital or a decrease in the value of your investment. For additional information or questions, please consult with your Financial Advisor.

About the authors

Michael Halloran

Equity Strategist

Read more from Michael Halloran

Andrew Leger

Equity Analyst

Read more from Andrew Leger

Related Articles

Meet our Insights strategists & authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

;