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
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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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
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Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
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A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
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Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
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Five industry experts identify small and mid-cap companies they expect to enter the UK’s biggest index over the next few years
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80% anticipate increased allocation over the next three years
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Appetite for UK smaller companies has improved, but risks remain
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Small-cap weakness has persisted in spite of a revival in economic conditions – until recently
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The firm is adding to small-cap exposure across its portfolios
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Small-cap managers claim lifting the 0.5% tax – from which AIM shares are already exempt – could be a vital step towards kickstarting the UK’s ailing stockmarket
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Spotlight on the tiny IA Global Equity Income funds that are flying above market returns but below investors’ radars
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