Five Factors That Can Drive Us Small-Cap Earnings Growth

Published on February 19, 2026

Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.

Continue reading on website
Other news

This Week’s Data Confirms the 2026 Playbook

February 19, 2026
This week’s economic releases have once again underscored the policy dynamics we outlined in our January outlook. President Trump faces a high-stakes midterm election in November, and the incentives are clear: deliver visible growth, moderating inflation, and lower borrowing costs to strengthen the administration’s hand with voters.

AI Disruption Fears Spread to Multiple Industries

February 19, 2026
All three major stock indices finished in the red last week as AI disruption fears continued to grow. The S&P 500, an index of large US companies, returned -1.3 percent for the week, making the index flat year to date.