Commentary

Beneath the Surface, the US Market Is Changing—From Concentration to Participation

Royce Investment Partners: Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market leadership.

Commentary

US Small Caps Roll On Amid Increased Volatility

Royce Investment Partners: Co-CIO Francis Gannon discusses how US small caps remain market leaders even as volatility and uncertainty are on the rise.

Commentary

Five Factors That Can Drive Us Small-Cap Earnings Growth

Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.

Commentary

What’s Next for US Small-Caps in 2026?

Miles Lewis, Chip Skinner, Kavitha Venkatraman, Steven McBoyle and Francis Gannon talk about what they see in store for US small-cap stocks in the coming year.

Commentary

Small Cap Pioneers Share Their Investing Principles

As Royce Investment Partners, the pioneers of small cap investing, celebrate their 50th anniversary, Chuck Royce and Chris Clark take a look at the past 50 years to provide a take on what they have learned and how it guides their views on what is yet to come for the asset class.

Commentary

The Weather Is Changing—Emerging Calendar Tailwinds for Small-Caps

Senior Investment Strategist Steve Lipper examines two calendar-based performance patterns that may suggest robust small-cap returns lie ahead.

Commentary

Down Market Opportunities: Two Premier Quality Small-Caps

Lauren Romeo of Royce Investment Partners talks about down market opportunities, the small-cap earnings season, and two high-quality holdings in her Premier Quality Strategy.

Commentary

Small Caps Are Not All Gloom and Doom - If You Know Where to Look

Francis Gannon, Co-Chief Investment Officer at Royce Investment Partners digs into the opportunities present in the small cap sector. As Francis relays, the drastic hit smalls caps have taken due to the coronavirus pandemic, provides enhanced opportunities for active managers looking at the space.