SPA ETF: US large-cap to give stronger returns than small-caps and bonds

US large caps are currently benefiting from the weak dollar and continued growth in emerging markets, while current market conditions are also favouring large cap stocks. Bond yields recently fell below equity yields and when this happened in 2003, equities rallied strongly. Large caps are also currently cheap on a fundamental basis relative to small caps, presenting a significant buying opportunity. SPA ETF recommends a focus on certain sectors within the US large cap space. Energy and basic materials stocks are tipped to do well, as is the information technology sector. Conversely, i...