Lauris Lambergs Makes Case for Small-Cap Stocks in Uncertain Market Environment
Apr 28, 2026 7:00:00 PM
April 29, 2026 - Denver, CO — Lauris Lambergs, Vice Chair of Professional Development for the Investments & Wealth Institute, was recently featured in an InvestmentNews article examining whether wealth managers should maintain their small-cap allocations following a period of notable outperformance relative to large-cap stocks.
While acknowledging that geopolitical uncertainty has created a temporary headwind for small-cap equities, Lambergs expressed continued confidence in the asset class over a multi-year horizon, citing accelerating earnings growth, accommodating Fed policy, and attractive valuations as key tailwinds.
"I am a believer in reversion to the mean and historically, small caps have demanded a risk premium over large caps," Lambergs said. "They are due to deliver on this over the next 3 to 5 years given the past 15 plus years of large cap relative outperformance."
Beyond domestic equities, Lambergs expanded his outlook to international small-cap opportunities, which have even more attractive valuations relative to long-term norms.
"International small caps can provide even greater performance and correlation benefits to most American client portfolios, with regions like Japan and Europe and industries like defense looking particularly promising," Lambergs said.