In the aftermath of the market sell-off in the first quarter of 2020, we looked at market behavior during similar past events. In our piece “Historically, Small Caps Lead The Way” April 15, 2020, we noted that historically small cap stocks typically lead the way out of recessions (9 out of the past 10 recessions) and we thought that this would be the case again.
Market rotations often happen quickly particularly when they are at or near extremes, but often revert to historical patterns. As we show the most recent updated market data, we remind investors that markets can move fast and maintain their long-term objectives.