ausbiz | The key drivers of the small cap rotation

Activam's Deputy Portfolio Manager, Alex Crompton, spoke with ausbiz about his views on the surging small caps trend and its sustainability. He noted that the global equities market has taken the lead on global small caps by an annual rate of 8.5% for the past two financial years. However, with the commencement of a new financial year, this trend seems to be reversing.

Noting the release of new inflation data in the U.S as the major catalyst, Alex believes this rotation into small caps stands to continue.