Strong productivity growth, steady regional bank fundamentals and accelerating artificial intelligence adoption may be laying the groundwork for a more durable small-cap rally than investors have seen in years.The small-cap benchmark – tracked by the iShares Russell 2000 ETF (NYSE:IWM) – has repeatedly pushed to record highs this month, outperforming large-cap indices — a rare dynamic after years of narrow market leadership dominated by mega-cap stocks.Despite those gains, the macro and fundamental case for ...

Core Viewpoint - The potential for a small-cap rally is supported by anticipated Fed rate cuts and a positive earnings cycle, which could benefit the Calamos Timpani Small Cap Growth fund [1] Group 1 - Fed rate cuts are expected to create a favorable environment for small-cap stocks [1] - A positive earnings cycle is emerging, which may further enhance the performance of small-cap companies [1] - The Calamos Timpani Small Cap Growth fund is positioned to take advantage of these market conditions [1]