All Small cap articles – Page 4
-
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.
-
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.
-
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.
-
White papersThe case for US small-cap stocks in 2024
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.
-
WebinarOutlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
-
White papersElection watch: 2024 Outlook
With the UK and the US likely to go to the polls, we ask where will the political tides take us in 2024.
-
White papers2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
-
White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
-
White papersEquity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
-
White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
-
VideoMegatrends – Small Cap
(2:08) Client Portfolio Manager, Nicole Vettise examines why small caps present an opportunity for equity investors in today’s environment.
-
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.
-
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.
-
White papersEconomic and Market Review: Continue to Recommend Defensive Positioning, Focus on Quality
What happens when the lowest interest rates in 400 years meet the fastest hikes in 100?
-
White papersWhy the next five years belongs to US SMID
The Equities team explain why, against a backdrop where the US economy is likely to ‘muddle through’, there are exciting investment opportunities in the US SMID space.
-
White papersJapanese Small Caps May Hop in the Year of the Rabbit
Despite their recent outperformance, we believe Japanese small caps have further room to run in 2023 and beyond. In this report, we highlight a few catalysts that could support earnings growth within this relatively under-researched asset class.
-
VideoSmall Caps: Why Active Management Matters
The size and diversity of the small-cap universe, combined with a lack of sell-side research, presents a compelling opportunity for active managers with strong, bottom-up stock selection capabilities.
-
VideoESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.
-
VideoSmaller Companies: Specialists & Industry Leaders
There is a misconception that the small-cap universe is less developed or less diverse than its large-cap counterpart—but many smaller companies are leaders within their industries.
-
VideoWhy Smaller Companies?
From strong performance to industry leaders, there are a number of reasons we believe small-cap equities are worth consideration for longer-term investors.
