The Russell 2000 has had a strong year, hitting all-time highs a few weeks ago and pacing for its eighth straight month of gains. Its best run since mid 2021, but what can we expect for the group in 2026. Let's turn to our resident small cap expert Julie Beiel.What do you think the backdrop will be for small caps, Julie. >> I I think it looks pretty positive. You know, small caps are more economically sensitive and they should be benefiting from lower interest rates because they tend to borrow on a variable ...

Core Viewpoint - The Russell 2000 has experienced significant gains, reaching all-time highs and is expected to continue its positive trend into 2026, particularly benefiting from lower interest rates and economic sensitivity [1][2]. Small Cap Outlook - Small caps are anticipated to outperform larger caps due to their economic sensitivity and the favorable impact of lower interest rates on their borrowing costs [2]. - Despite a confusing year where low-quality small cap companies have outperformed, the long-term outlook remains positive for small caps, especially as earnings growth becomes more pronounced [3][4]. Investment Opportunities - Companies identified as potential investment opportunities include: - Ali's, a discount value retailer, which is well-positioned to meet consumer demand for value across income spectrums [4]. - LMT, a healthcare company with differentiated products for vascular surgeons, showing strong pricing and margin potential [5]. - Mullis, a company acquiring top talent in private equity, positioned to benefit from a favorable regulatory environment and potential earnings growth [7]. Economic Considerations - The economic backdrop for small caps is generally positive, but concerns exist regarding the potential for rising interest rates and unemployment, which could hinder small cap performance in 2026 [9].

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