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Market Musings: The overlooked engine - Small-caps

Van Lanschot Kempen Investment Management

Global equity markets have become highly concentrated, with only a few ‘mega caps’ driving most of the returns year-to-date. Their dominance has delivered strong short-term gains for investors, but is at risk of leaving portfolios exposed to only a narrow set of themes. Recent market signals suggest that breadth may be starting to reassert itself, suggesting a shift in investor’s perceptions of the sustainability of market leadership.

Van Lanschot Kempen Investment Management

Friday 5th December 2025

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