Marlborough’s Lall: The growing UK small caps being thrown out with the bathwater
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
After re-joining the FTSE 100 in December 2022
MGIM’s Matt Connor discusses unloved opportunities in the UK, Japan and among Asian small caps
Consolidation and short-sellers of the FTSE 250 index have created a ‘perfect storm’
Highest number of warnings for a Q2 period since the Covid crisis in 2020
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform
Oil giant pay-outs skewed the figures as UK firms tighten the purse strings
Managers lament lack of respite in the sector as NAV plummets 30%
Revival in the asset manager’s performance saw a swift return to the top flight of UK companies
Its share price is up over 40% this quarter following a recovery in investor confidence
With moves for NextEnergy Solar Fund and Warehouse Reit also on the cards
Edinburgh fund group will have four trusts in the index, while Scottish Mortgage remains in the FTSE 100