Beyond U.S. Large Cap? Opportunities in Unloved Areas of the Market

At the end of 2021, almost 40% of the total net assets in equity ETFs were invested in U.S. Large Cap funds (source, p. 93). In addition to home country bias, there is another reason why U.S. Large Cap equities have been so popular: their outperformance. Yet, after dominating for the better part of a decade, is it finally time for investors to look for opportunities elsewhere?

Listen to hear Verdad Advisers' CIO Dan Rasmussen and Ritholtz Wealth Management's Director of Research Michael Batnick make their case for the “unloved” — small cap, emerging markets, and private assets.

Moderated by Jamie Catherwood of Investor Amnesia, this webcast covers:

• Market areas that have historically outperformed during periods of inflation and recessions
• A cycle-driven approach to asset allocation
• The bull and bear case for U.S. large cap
• The state of private assets and whether they are attractive on a go ahead basis