Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging a massive 10%+ rally, while U.S. large cap stocks were essentially flat. Could this be the start of the great reversal? 

If you want to dig deeper you can watch July's market commentary video. Chief Investment Officer, Nik Schuurmans, covers U.S. small cap stocks (finally) breaking out, lack of volatility, and what current valuations could mean for future returns. 

What does historically stretched valuations and eerily calm markets mean for investors?