The US funds that lost the most from Trump’s tariffs
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
small caps
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps
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Neil Hermon to retire from Janus Henderson after 23 years
Indriatti Van Hien will succeed the ‘well-known and well-regarded UK small-cap manager’ in running the Henderson Smaller Companies trust
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Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
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SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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Chikara: It’s time to re-visit ‘undervalued and overlooked’ Japanese small caps
Small caps lagged in the Japan rally, but now offer some of the highest re-rate potential, writes Theo Wyld
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Asia sees the light on ESG
Fund managers say those Asian businesses forging ahead on sustainable investing are largely self-motivated rather than responding to governmental initiatives
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Small caps: Size of the matter
When the largest company in the bottom 10% of the small-cap sector has a market capitalisation of £1.7bn, are smaller companies getting too big for their boots?
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Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood