All Mid cap articles
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White papersEconomics line up for extended SMID catch-up
Long outperformed by large-cap stocks, small and mid-caps (SMID) have recently shown signs of a trend reversal, which could enable them to make up lost ground. Current market conditions present a turning point for investors to look at a segment where high-conviction active managers have historically delivered alpha.
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VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
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VideoThe stars (and stripes) align: The overlooked appeal of US SMID
In our latest video insight, Charlotte Daughtrey, Equity Investment Specialist, makes the case for US SMID (small and mid-sized) stocks, which can sometimes get overlooked amid the hype around the so-called ‘Magnificent Seven’ stocks, but can represent a particularly exciting area of the market.
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White papersPrivate equity perspectives: Less capital, more opportunity
In a less-liquid world, many of the strategies that once worked in private equity will be less successful going forward. The shifting economic environment and the proliferation of AI are among the many dynamics that are opening new opportunities in the small- and mid-cap space.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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White papersConcentration Consternation
The widening representation of large U.S. stocks in large-cap benchmarks has reduced the benchmarks’ diversification benefit. Investors may want to diversify and seek outperformance by allocating to mid- and small-caps.
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White papersPrivate Equity Valuations Withstand the Volatility of 2022
We see valuation data from more than 400 funds each quarter, and it suggests the recovery from a relatively shallow downturn may be underway for buyout funds.
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White papersIndian assets are poised for growth in investors’ portfolios
Investors’ attention should be turning to India, which has overtaken China as the world’s most populous country. The country has a lot more going for it than just demographics. We expect GDP growth will average 5.2% per year over the next decade, compared with 3.7% for emerging economies, and a modest 1% for developed markets.
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PodcastCan Periods of Turmoil Yield Long-Term Opportunities?
The banking sector, current markets, and long-term opportunities in growth stocks are topics of discussion between Tom Ognar, senior portfolio manager and managing director of the Dynamic Growth Equity team, and Jon Lagerstedt, director of Internal Sales at Allspring.
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White papersAn entry point for sustainable SMID caps?
Policies aiming to drive investment in the sustainability transition and adapt to the post-pandemic business environment are generating opportunities for small- and mid-cap firms (SMID caps), which our Natural Capital strategy focuses on.
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White papersManaging Unintended Risks—Avoiding Leaky Bucket Syndrome Exposure
Read the Special Global Equity team’s piece on how they prevent unintended risks from creating leaks in their excess return bucket.
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White papersWas the last hike the last hike?
This last hike may be the last hike. Here’s where our investment teams’ economic expectations may diverge from the consensus viewpoint and how they’re positioning their portfolios.
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White papersSDG Engagement Equity Fund 2022 H1 Report
The Federated Hermes SDG Engagement Equity Fund has the dual purpose of delivering attractive returns and measurable real-world impact.
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White papersAn Investor’s Guide to Evolving Supply Chains
Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic. Equity investors must decipher which companies can adapt their processes to compete in a less globalized world.
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White papersChina: 6 reasons why - it poses a unique portfolio optimisation opportunity now
The second largest economy globally – China – is forecast to overtake the United States as the world’s largest economy by 2030
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White papersWill COVID-19 lead to sustainable change?
The COVID-19 pandemic has led the world into the largest social distancing experiment in history. A USD 2 trillion US government stimulus programme and US Treasury yields below 1% are all the result of the crisis. In addition, oil prices have fallen to below USD 20 a barrel as demand destruction has exacerbated the effects of a collapse in OPEC’s pricing policy. Will the world go back to ‘status quo’ when we exit this dislocation? Probably not. We believe the learnings from the ‘go-remote’ experiment are here to stay. The implications for the future of energy, real estate, work, education, health care delivery and so forth are vast.
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People NewsIntroducing two of the top active minds in European equities
Jupiter is an established active fund management business with a reputation as a desirable home for some of the most talented fund managers in the industry. Many are well known. Their track records, investment philosophies, and investment processes are a big draw for people making decisions on where to invest. Fund managers at Jupiter have significantly more freedom than those at many larger institutions – something which ensures the company has a healthy pipeline of talent – within a framework of governance and risk management.
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White papersAn Active Approach to International Smaller Companies
Barings’ Head of Small Cap Equities Nick Williams discusses the characteristics of the International Smaller Companies asset class, and explains why an active approach to investing in the sector best positions investors to generate attractive returns.
