All Small cap articles – Page 9
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White papersEquity Insights: Embrace Active Management in the Recovery's Final Phase
Some of the biggest alpha opportunities are in Asia, particularly in under-researched small and midcap stocks.
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White papers
Insights | The Russell 2000 Index: Small cap performance in a slow-growth economic environment
FTSE Russell examines the performance of the US small cap market in periods of slow economic growth, as measured by the Russell 2000 Index, and discusses how institutions that seek to access the size factor premium via ETFs can further enhance returns through securities lending programs.
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White papers
Why US Protectionism Will Not Quash Opportunities in Asia ex Japan Equities
A large opportunity set, increasingly supportive valuations, and trends in technology and demographics make Asia ex Japan equities an attractive asset class within an emerging markets allocation.
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White papers
Equity Insights: Three Steps to Normalization in Equity Markets
The third and final phase, which will be all about earnings revisions, is about to begin.
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White papers
Asset Allocation Monthly: March 2017
Global equity markets are near all-time highs, bond markets are relatively calm, and currency volatility is reasonably low.
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White papers
French elections: what to expect should Le Pen prevail
Mark Burgess looks at what a Le Pen presidency could mean for France, Europe and the broader global landscape and argues that the immediate reaction of markets is likely to be a spike in volatility for French assets due to the uncertainty of what is to come.
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White papers
Tackling the ‘unknown unknowns’: how active managers manage unforeseen risks
The best active managers never resort to blaming events seemingly outside of their control for poor performance. Rather, they work harder to overcome such hurdles, listening to a wide range of views, inviting challenge and working closely with others to refine their process so as to retain that all-important edge.
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White papers
[Full paper] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation.
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White papers
[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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White papers
Active management can add big value in small-cap equities
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options including index funds and exchange-traded funds (ETFs) over the past decade has added a new twist to the discussion.
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White papers
Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papers
Europe: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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White papers
Our Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets
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White papers
Equity Insights: Windows of Opportunity Are Opening
We have investment conviction in Europe, despite rising political risk, as well as in Asia ex Japan small and midcap stocks.
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White papers
The Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papers
Aviva Investors’ top trades for 2017
Our investment team, responsible for developing trade ideas within our flagship range of multi-strategy funds, provides five trade ideas for 2017.
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White papers
Equity Insights: Are Global Equity Markets Pivoting Back to "Normal"
Selectivity is key when overall valuations are high and return opportunities in industries and stocks are benefiting from demographic changes and technological advances.
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White papers
Celebrating five years with five reasons to invest in Stageline Small Cap Value Equity
The Stageline Small Cap Value Equity strategy has one of the most extensive small-cap value histories dating back to 1988. This translates to an extraordinary 28 years of industry knowledge that is built upon rigorous fundamental research on small-cap companies, their management team, competitors, and industry dynamics.
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White papers
Mind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
