European small cap is the only recovery play – Henderson
European equities should be the object of investor focus, say industry experts, with continental small caps providing the sole recovery play in global markets.
Small Cap
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Italy and tech biggest small cap winners
Italian and tech companies made the biggest share price gains among European small caps during March, according to Euromoney Indices.
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FandC targets European small cap
F&C Investments has expanded its equity offering with the opening of a European small cap vehicle.
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JPM Brazil manager explains tactical derisking
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.
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PA ANALYSIS small cap GEM turning point
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?
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go smaller for bigger argues Cosh
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.
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a lack of research benefits European small caps
Small-cap investors are benefitting from the fact that European stock-picking fund managers are at last able to carry out their role without the shadow of a severe eurozone financial crisis looming over their shoulder.
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The David and Goliath playing Footsie
Amid celebrations of the 30th anniversary of the FTSE 100‚ and the real possibility of it reaching record highs this year‚ it’s small and mid caps that still hold sway in many investors’ affections.
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Chelverton exploits noise for income opps
The managers of the Small Companies Dividend trust have seen a slowdown in the rate of earnings growth but are not concerned, as they have suggested it reflected too-high analyst expectations rather than a deterioration of corporate strength.
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PA ANALYSIS Is the small cap party over
One of the many general rules of thumb that applies to investment markets is that smaller companies will outperform larger companies and that they will do even better when coming out of a recession.
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Hargreave nano cap fund soft closed
Giles Hargreave’s latest vehicle, the Marlborough Nano-cap Growth Fund, has soft closed to new investors after it raised almost £90m during its two-week launch period.
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Cresci hired to manage forthcoming J O Hambro fund
JO Hambro Capital Management (JOHCM) has hired Robert Cresci as it prepares to launch a global ex US small cap equities strategy later in the year.
