First Wilshire’s Howard Lu, portfolio manager and director of research, said in an interview with Barron’s that “investing in small-caps is one way to bet on the U.S. economy versus the rest of the world.”
“To the extent that the domestic economy is performing better than the international economy, whether it’s in reality or investors’ perception that would favor the Russell 2000,” Lu told Barron’s.
Read more of the full Barron’s article here.
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