Small and mid cap stocks have underperformed large cap stocks for over a decade. Is now the time to increase your allocation?
Topics covered include:
Thanks to Policygenius for sponsoring the episode.
Show Notes
The Morningstar Active/Passive Barometer
Initial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of Florida
The Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin Santhakumar
The Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van Vliet
Factor Timing: Keep It Simple by Michael Aked—Research Affiliates
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