Here are 13 reasons why large caps will now beat small caps, according to UBS

Strategists say large-cap stocks are positioned to outperform small caps in the near term, citing positioning, earnings, momentum, and historical evidence. The note is a relative-call rather than a company-specific catalyst, with implications for factor rotation and equity allocation rather than a broad market shock.

Analysis

Strategists say large-cap stocks are positioned to outperform small caps in the near term, citing positioning, earnings, momentum, and historical evidence. The note is a relative-call rather than a company-specific catalyst, with implications for factor rotation and equity allocation rather than a broad market shock.