All Small cap articles – Page 2

  • RC-2024.07-Global-Investment-Views-Slider_0
    White papers

    Global Investment Views - September 2024

    2024-09-09T11:13:00Z By Amundi

    When central banks are cutting rates and risks of a US recession are limited, we remain disciplined and mildly positive on risk assets.

  • A time and place for small cap equities
    White papers

    A time and place for small cap equities

    2024-08-05T11:58:00Z By Nuveen

    After handily outperforming both large caps and the broader U.S. equity market for the one-year period following the COVID recession in the spring of 2020, small cap stocks have since lagged, despite posting healthy double-digit gains in two of the past three calendar years. This performance gap reflects in part the narrow but persistent market leadership of a few high-flying mega cap technology companies supported by artificial intelligence (AI) tailwinds.

  • CIO_1600x500_Hero_2024_07_22
    White papers

    A Change in Leadership?

    2024-07-31T15:46:00Z By Neuberger Berman

    As Biden withdraws, we are seeing an historic rotation into small-cap stocks and a growing opinion-polling lead for Donald Trump—are the two things related? “What I write here on Friday could be out-of-date by the time you are reading it on Monday,” said Joe Amato, in last week’s commentary on the rise in political volatility.

  • CIO_1600x500_Hero_2024_07_29
    White papers

    A Soft Landing Is Still a Landing

    2024-07-31T15:26:00Z By Neuberger Berman

    What do slowing growth, lower inflation, tight credit spreads and a steepening yield curve mean for our fixed income views for the rest of the year? If the big story of the moment in equities is the epic rotation out of mega-cap stocks  and into smaller companies, the equivalent in fixed income is the ongoing, sharp unwind of a record-breaking U.S. yield curve inversion.

  • a-new-era-for-small-caps_1600x500
    White papers

    A New Era for Small Caps?

    2024-07-31T10:02:00Z By Neuberger Berman

    After a decade of lagging market results, stocks of small companies seem poised for a resurgence. Small company stocks have generally disappointed investors in recent years, not because of their fundamentals, but due to the relative strength of large companies since the Global Financial Crisis. The difference is reflected in the combined multiple (or valuation) expansion of large caps and multiple contraction of small caps, even as the latter generated stronger earnings growth over more than a decade.

  • NB2
    White papers

    Higher for Longer: The CIOs’ Weigh In

    2024-07-04T16:40:00Z By Neuberger Berman

    While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.Midway through 2024, it’s pretty clear what the story of the year has been so far: stickier inflation and higher rates for longer than many investors wanted or expected.

  • Why Quant Website Banner
    White papers

    Why Quant For The Future

    2024-06-12T13:19:00Z By PGIM

    In the 1990s PGIM was among the earliest to explore quantitative investment techniques in response to our own clients’ shifting needs. Thirty years and many market cycles later, quants continue to leverage their unique strengths to help investors navigate their complex financial challenges.

  • 150-Year Analysis- What Happens to Equities When Inflation Strikes
    White papers

    150-Year Analysis: What Happens to Equities When Inflation Strikes

    2024-06-01T11:07:00Z By Northern Trust Asset Management

    The quick rise in consumer prices following the pandemic disrupted decades of low inflation globally and sparked equity volatility that investors still struggle to navigate. While inflation has settled down, it has stubbornly stayed above central banks’ targets of around 2%. High inflation can cut out the bulk of a portfolio’s return, making it a paramount concern for investors.

  • Euro area- Worst over, slow recovery ahead
    White papers

    Euro area: Worst over, slow recovery ahead

    2024-04-29T13:37:00Z By Amundi

    ”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”

  • A window of opportunity for European equities
    White papers

    A window of opportunity for European equities

    2024-04-16T11:28:00Z By Amundi

    Equities have performed very well in the first quarter of the year. Where do we go from here?

  • The Changing Asian Landscape- Japan Enters a New Era
    White papers

    The Changing Asian Landscape: Japan Enters a New Era

    2024-04-11T14:05:00Z By Neuberger Berman

    We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.

  • Dispelling 3 myths about the small-size effect in equities
    White papers

    Dispelling 3 myths about the small-size effect in equities

    2024-03-18T12:04:00Z By Lombard Odier Investment Managers

    As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.

  • The stars (and stripes) align- The overlooked appeal of US SMID
    Video

    The stars (and stripes) align: The overlooked appeal of US SMID

    2024-03-15T16:03:00Z By Federated Hermes

    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.

  • Private equity perspectives- Less capital, more opportunity
    White papers

    Private equity perspectives: Less capital, more opportunity

    2024-03-15T15:31:00Z By Federated Hermes

    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.

  • Discover growth
    White papers

    Discover Growth

    2024-02-27T11:42:00Z By Matthews

    Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.

  • US SMID- Seven questions answered
    White papers

    US SMID: Seven questions answered

    2024-02-02T15:57:00Z By Federated Hermes

    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.

  • The case for US small-cap stocks in 2024
    White papers

    The case for US small-cap stocks in 2024

    2024-01-24T13:00:00Z By BNP Paribas Investment Partners France

    Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant discount to their larger-company counterparts. This creates an attractive entry point. So says Geoff Dailey, Head of US Equities. In this interview, he explains why he sees the start of 2024 as a good time to allocate to US small caps.   

  • The first key to unlocking value in the UK small cap space
    White papers

    The first key to unlocking value in the UK small cap space

    2024-01-24T12:33:00Z By Lombard Odier Investment Managers

    Since late spring and early summer the net positioning of the Volantis strategy has quietly crept higher. The strategy has been increasingly positively positioned as the sands have begun to shift more favourably for UK listed smaller equities. 

  • Outlook 2024
    Webinar

    Outlook 2024

    2024-01-04T12:42:00Z By Neuberger Berman

    The leaders of our investment platforms welcome the new year with their views for 2024.

  • Election watch
    White papers

    Election watch: 2024 Outlook

    2023-12-06T11:33:00Z By Federated Hermes

    With the UK and the US likely to go to the polls, we ask where will the political tides take us in 2024.