Are small caps a better bet than private equity?
Investors have ditched ‘unloved’ smaller companies for private equity or bond proxies
Investors have ditched ‘unloved’ smaller companies for private equity or bond proxies
Strong client demand sees assets under management break $650m
Small cap companies in China are at the forefront of driving the country’s economic shift, according to Matthews Asia portfolio manager Tiffany Hsiao.
Most asset classes will provide negative real returns from now on, but there is one exception to this rule, according to US asset manager GMO.
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
The demand for UK small-cap investment trusts has increased markedly since May, amid slow growth and short term volatility in global markets, suggests data from QuotedData.
European equities should be the object of investor focus, say industry experts, with continental small caps providing the sole recovery play in global markets.
Italian and tech companies made the biggest share price gains among European small caps during March, according to Euromoney Indices.
F&C Investments has expanded its equity offering with the opening of a European small cap vehicle.
JPMorgan Brazil Investment Trusts new manager Sophie Bosch de Hood has derisked her portfolio through trimming some of its small and mid-cap holdings in her first month at the helm.
Is it a coincidence that small-cap funds dominate when looking at emerging market fund tables or does it indicate an imminent change in GEM fortunes? Dare I ask the question: Is now a GEM buying opportunity?
F&C's Sam Cosh outlines why small and mid-cap stocks are the place to hunt for European goodies, with financial and consumer cyclical sectors being the big drivers of performance.