LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
FAANGs
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Undervalued Forgotten Opportunities: Three UFOs for asset allocators
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps