The Catalysts Behind Small Cap Outperformance

Published on September 11, 2026

Portfolio Managers Jonathan Coleman and Aaron Schaechterle outline why they believe momentum in small-cap stocks relative to large caps can continue, highlighting favorable earnings growth prospects, appealing relative valuations, and other structural tailwinds.

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What’s Really Driving up Treasury Yields?

September 11, 2026
2026 began with 10-year Treasuries right around 4%, which many viewed as a comfortable place. The comfort came from some simple math—2 plus 2 equals 4. The long-term real yield on the 10-year Treasury was around 2% and the Fed’s inflation target is 2%.

Why Momentum Can Still Work

September 11, 2026
In this article, Russ Koesterich argues that momentum remains supported by strong earnings growth, making the factor attractive despite market risks.