A Reflation Shock: The Catalyst for Small and Mid Cap Value?
March 01, 2021 at 07:00 AM EST
By Jeff Weniger, CFA, Head of Equity Strategy It is an understatement to say that 2020 was tough for value investors. Stocks in the Energy, Materials and yield-sensitive Financials sectors were left wanting last year. That meant pain for reflation-heavy small– and mid-cap stocks, owing to...