Small Cap Stocks Can Still Catch Up: Parker

Adam Parker discusses the potential of small caps driven by M&A in 2015, highlighting their valuation and margin expansion potential. He contrasts this with large caps and notes the overlooked mid caps. The discussion shifts to interest rates and the Fed's potential actions, with insights from Vincent Reinhart. The impact of rising yields on equities, particularly financials, is also explored.

What are the reasons Adam Parker gives for being optimistic about small caps?

What does Adam Parker imply about the market's reaction to share buybacks?

How does Adam Parker view the relationship between small caps and mergers and acquisitions in 2015?

What does Adam Parker suggest about the performance of mid caps compared to large caps?

What is the significance of the two-year yield according to the discussion?