All Small cap articles – Page 2
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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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Uncertainty and Rapid Change Creates Opportunities in Global Small Caps
It has been said that the one constant is change. Change may be inevitable, but I don’t think anyone anticipated the speed or severity of change global markets have experienced so far this year. While the coronavirus pandemic and resulting recession have pressured economies and investment markets alike, they have also created opportunities for global small-cap investors who can adapt quickly to shifting conditions.
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White papers
Why now? The case for small-cap value equities
It’s no secret that both value- and small-cap investment styles have generally been out of favor in the past several years. The U.S. small-cap value equity category in particular has suffered most against other U.S. equity styles.
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Distilling stock-level alpha in global small-cap equities
In recent years, investors have shown a greater interest in the global small-cap equity sector as part of their search for broader sources of return and diversification. Many are attracted to the sector’s oft-touted potential for generating higher returns. Increasingly, the diversification benefits that an allocation to the sector can deliver have also become an important consideration.
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Chart of the Moment EMEA and APAC 28/07/2020
While small caps and value stocks have “underperformed” large caps and growth, this has only applied to the indices. Within the indices, there’s a great diversity of opportunity.
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Post-lockdown optimism propels Russell 2000 outperformance
US small caps have been the biggest beneficiaries of the global risk-on rally as economies begin to reopen.
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The case for Berkeley Street Emerging Markets Small Cap Equity
Most global investors make a strategic allocation to emerging market equities to take advantage of the expected return and diversification benefits that are driven by the fast-growing and dynamic economies in developing regions.
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The case for active emerging market small-cap strategies
We think investors have too often overlooked dedicated small-cap strategies when building their strategic allocations to emerging market equities.
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Selecting survivors: an attractive entry point for US small caps
The last quarter was one of extremes and there was little – if any – discrimination between higher and lower-quality companies. Small caps were particularly affected and have declined more than larger companies, while value stocks have lost more ground to growth stocks.
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Blog | US stocks retake their leadership perch in the April risk rally
With their respective overweight in outperforming technology and healthcare stocks, the Russell 1000 and Russell 2000 lead the way in the global equity relief rally in April.
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Three Reasons to Consider a Long-Term Allocation to Small-Caps
The volatility driven by COVID-19 and the fall in oil prices has created much uncertainty—but it has also provided a potential opportunity to make long-term investments at attractive prices.
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Research paper: Russell 2000 – Forty+ Years of Insights
The Russell 2000 has become the preeminent representative of the US small-cap stock domain since its inception in 1984. More than 40 years of data enables deep insights into the relative performance and distinct characteristics of small-cap stocks. While there has been no clear performance advantage of small-cap stocks over large-cap stocks over the past four decades, there have been material differences over shorter periods, primarily driven by the underlying industry composition and economic sensitivities that distinguish large companies from their smaller counterparts.
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The Case for Technology Dividend Growers
It was once thought that companies from the Information Technology sector do not pay dividends. While this may have been the trend a long time ago, it certainly has not been for the last decade. Over the past 10 years, within the Information Technology sector of the S&P 500®, 26 companies initiated dividend payments and 59 companies increased their dividends at various points throughout those years, for a total of 376 dividend increases in the sector.
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Glory or Embarrassment?
Active funds generally lagged their passive benchmarks in 2019, but the market environment in 2020 has already shifted radically. Volatility has skyrocketed as the S&P 500® and other indices have fallen. Ironically, it is precisely in a time such as this, when absolute returns are hard to come by, that relative returns might be most readily attainable. This is true not just for traditional stock pickers, but also for active managers looking to express tactical views on the business cycle through sector rotation.
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Will 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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Blog | Why has the FTSE 250 underperformed the FTSE 100 in Q1?
What a difference a few months can make. Only last autumn, the FTSE 250 Index was standing out for significantly outperforming its larger counterpart, the FTSE 100 Index. However, this meant that the small-cap index only had further to fall since the coronavirus sell-off started in February.
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White papers
The Continuing Role of Small Cap and Value Investing
This paper sets out the relevance of international small cap investment in a post Covid-19 world.
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Blog | Index futures and options volume grows as market volatility spikes; CME Group & Cboe
After notching a 1% gain in 2020 through February 21, U.S. small caps as reflected by the Russell 2000® Index took a major turn, losing nearly 22% in the eleven trading days ended March 9.
