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2022-01-06

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Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>

With markets still concerned with inflation and how the Fed may react in regard to rate hikes, inves

Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":695687848,"tweetId":"695687848","gmtCreate":1641445887681,"gmtModify":1641445887788,"author":{"id":4097376615126200,"idStr":"4097376615126200","authorId":4097376615126200,"authorIdStr":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>[财迷]&nbsp;</body></html>","htmlText":"<html><head></head><body>[财迷]&nbsp;</body></html>","text":"[财迷]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/695687848","repostId":1160913391,"repostType":4,"repost":{"id":"1160913391","kind":"news","pubTimestamp":1641421262,"share":"https://www.laohu8.com/m/news/1160913391?lang=zh_CN&edition=full","pubTime":"2022-01-06 06:21","market":"us","language":"en","title":"Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160913391","media":"Yahoo Finance","summary":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, inves","content":"<html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.<blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.<blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”<blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.<blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”<blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)<blockquote>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</blockquote>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.<blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.<blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.<blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/><blockquote></blockquote>Small cap headwinds<blockquote>小盘股逆风</blockquote>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.<blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”<blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid<blockquote>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</blockquote>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.<blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.<blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”<blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSmall caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nYahoo Finance2022-01-06 06:21\n\n</h4>\n</header>\n<article>\n<html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.<blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.<blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”<blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.<blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”<blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)<blockquote>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</blockquote>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.<blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.<blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.<blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/><blockquote></blockquote>Small cap headwinds<blockquote>小盘股逆风</blockquote>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.<blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”<blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid<blockquote>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</blockquote>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.<blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.<blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”<blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html\">Yahoo Finance</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160913391","content_text":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.“I think part of the opportunity here with small caps is the fact that they haven't done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000's performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.Small cap headwindsOn top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.“I think one of the things that people aren't thinking about is in the small cap space, we've had three double-digit return years in a row — something that we've only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, '95 through '97. And we tend not to see that fourth year of double-digit returns.”A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermidUltimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.“The effects of inflation — we're going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that's the opportunity here.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1498,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}