With the Russell 2000 Index rallying in response to the U.S. election results—the benchmark index of small cap stocks soared by nearly 6% on Nov. 6 alone—small cap managers are re-evaluating their positioning ahead of President-elect Trump taking office in January.

Today’s U.S. markets are highly concentrated, with nearly 70% of the economic profit in the S&P 500 Index generated by the top 10 companies.

On the latest edition of Market Week in Review, Senior Portfolio Manager Megan Roach and Julie Zhang, head of North America sales enablement and analytics, discussed the latest data on U.S. jobs and wages, recent central bank actions and the state of the global economic recovery.

The case for considering tactical and long-term allocations to small cap stocks.