US equity markets: Largecaps stay strong, smallcaps eye alpha opportunities, says Vincent Nichols
In a discussion on US equity markets, strategist Vincent Nichols, from BNP Paribas Asset Management highlighted the evolving dynamics between largecap tech stocks and smallcap companies. On near-term opportunities, Nichols said, “Smallcaps are a good complement. Fundamentals for largecap tech remain strong, but smallcaps, hit by higher interest rates, are now seeing tailwinds as rate…
