Peter Lindvall, portfolio manager at Kavaljer, tells EFN that he sees signs of a potential trend shift, with small-cap stocks regaining momentum on the market. After several years overshadowed by large caps, he highlights rising risk appetite, lower interest rates, a stronger economy, and tax cuts as possible catalysts heading into 2026.
“There’s been a trend where many large companies have performed well, while smaller ones have struggled in terms of share price. Hopefully, we’ll now see small caps making a comeback on the stock market,” says Peter Lindvall.
Among the companies that could benefit, Lindvall points to RevolutionRace and Dometic, both expected to gain from stronger consumer demand and an improving economy.
Read the full article here: Förvaltaren ser ökad riskvilja: ”Kan ta revansch på börsen” | EFN.se
