Pulse Webinar : The Reinvention of the US Economy

Why US small caps deserve a place alongside your large caps, and why you haven’t missed it.

Join Rob Gordon, Global Equity Specialist at Alquity Group, for a webinar exploring the structural changes reshaping the US economy and why US small and micro-cap companies deserve a place alongside large-cap holdings in a diversified portfolio.

The US economy is being rebuilt in real time, driven by artificial intelligence, government policy and the return of capital through onshoring. While the large-cap names dominate headlines, they represent only part of the investment opportunity. Much of the next phase of growth is expected to come from the smaller companies helping to build the infrastructure behind these long-term trends.

During the session, Rob will explain why this represents a structural shift rather than a short-term market theme, how smaller US companies are benefiting from these powerful drivers, and why it is not too late to consider adding exposure to this often-overlooked area of the market.

He will also explore how even a modest allocation to US small caps can complement an existing large-cap portfolio and potentially enhance long-term outcomes. Whether you’re reviewing client portfolios or looking to broaden your perspective on US equities, this webinar will provide practical insights into one of today’s most compelling investment themes.

Key Topics:

• How AI, government policy and onshoring are driving the reinvention of the US economy

• Why smaller US companies are well positioned to benefit from these structural trends

• The role of US small and micro caps in a diversified equity allocation

• Why now may still be an attractive time to invest in US small caps

• How a modest allocation could make a meaningful difference to portfolio construction