All Small cap articles – Page 2
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White papersAn Overlooked Piece of the UK’s Productive Finance Puzzle?
How do UK small and mid-sized companies play a crucial role in helping the UK economy to thrive?
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White papersTrade War, or Will Cooler Heads Prevail?
Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
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White papersWorst case
Trump’s reciprocal tariffs are more aggressive than the markets were expecting.
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White papersEuropean Small Caps: Three Catalysts for Change
From changing interest rate expectations to potential political resolutions, there are reasons to believe that European smaller companies may be at a turning point. European equities have begun 2025 on a strong footing, outpacing both U.S. and broader developed markets this year. While this outperformance in part reflects both the recent decline in U.S. technology companies and a partial clawback of European equity indices’ relative underperformance since 2022, immediate concerns over trade tariffs have diminished.
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White papersBrightening Capex: A Value Tailwind?
Global industrial activity appears to be gathering steam, potentially spurring capital expenditures, which could favor value stocks and small caps.
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White papers2025 CEO outlook: Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025.
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PodcastSmall Caps, Big Opportunities
U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small Caps.
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White papersSpotlight on US SMID cap stocks
Small and mid-cap companies are a vital part of the US economy, with a unique edge in today’s market landscape. In this video, we explore the advantages of investing in US SMID (small and mid-cap) stocks, especially as the rate-cutting environment opens new growth opportunities.
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White papersPositive on Equities, Cautious on the S&P 500
Why we think 2025 could bring a long-awaited reward for the discipline of diversification.
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White papersUS Small Cap. Setting the Stage for 2025
U.S. small-cap indices have pulled ahead of large-cap indices over the past three to six months, and through the first half of 2025, we anticipate further catch-up in both stock prices and, for higher-quality small caps, earnings growth. We believe government spending, tax cuts, trade realignments, deregulation and conducive industrial policies will boost US smaller businesses.
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White papersSmall Caps: What You Don’t Know But Should
Small cap stocks span a wide range of characteristics and performance drivers that we believe index funds are not built to exploit.
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White papersKey Implications of Trump 2.0 for Private Equity
While the policies and implications of Trump 2.0 are difficult to predict, we remain optimistic about private equity’s ability to navigate change in a dynamic environment and potentially deliver attractive risk-adjusted returns.
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White papersSmall Caps: To Index or Not to Index
More investors are taking a passive approach to small caps. Should they?
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White papersWD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
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White papersSmall Caps: The Next Cycle Is Upon Us
We believe higher-quality small caps look poised to outperform their large-cap peers over the near- to mid-term.
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White papersRates Relief or Slowdown Uncertainty?
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
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White papersEquity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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White papersSDG Engagement Equity, H1 2024 report
As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.
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White papersGlobal Investment Views - September 2024
When central banks are cutting rates and risks of a US recession are limited, we remain disciplined and mildly positive on risk assets.
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White papersA time and place for small cap equities
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.
