SOLLINDA Capital Management: Tighter financial conditions may cause small-cap stocks to underperform large-cap stocks.
智通财经2026/09/16 19:36Show original
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SOLLINDA Capital Management Chief Investment Officer Justin Greenhill: The signals released at the Wash press conference are clearly hawkish. We believe that this may at least help alleviate the recent upward trend in long-term bond yields in the short term. It is still unclear how this will affect the stock market, but we expect that as financial conditions tighten further, small-cap stocks will underperform large-cap stocks.
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