The Great Rotation of 2026: Why Small Caps Are Finally Having Their Moment

Name: The Great Rotation of 2026: Why Small Caps Are Finally Having Their Moment
Uploaded: 2026-02-07
Duration: 11 min 3 s
Description: After years of mega-cap tech dominance, money is flowing into smaller companies—here's why, and what it could mean for your investment strategy. The Russell 2000 is up over 7% year-to-date while trading at a 13% discount to large caps.

Saturday, February 7, 2026 11:03 by The Strategist

small cap stocksRussell 2000market rotation2026 investingvalue investinginterest rate cutsportfolio diversificationmega cap stocksearnings growthIWM ETF

Watch on YouTube

Now Playing

0:00 11:03

Apple Podcasts Spotify YouTube

Disclaimer

This episode is for informational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions.

Show Notes

After years of mega-cap tech dominance, money is flowing into smaller companies—here's why, and what it could mean for your investment strategy. The Russell 2000 is up over 7% year-to-date while trading at a 13% discount to large caps.

Sources & References

Small caps are beating the S&P 500 in 2026 | CNBC
The Great 2026 Rotation: Small-Cap Picks For The Mean-Reversion Cycle | Seeking Alpha
The Case for Small-Cap Stocks in 2026 | Cabot Wealth Network
What's next for US small-caps in 2026? | Franklin Templeton
February 2026 US Stock Market Outlook | Morningstar
Small Cap Stocks Continue to Roar in 2026 | Investing.com

Download MP3

Show Notes

Sources & References

More from Money Moves Daily