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
US small caps
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Track to the Future – with Lazard Asset Management’s Tony Maddock
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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T. Rowe Price US Smaller Companies Equity Portfolio
In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a ‘once in generation’ valuation level relative to large-caps
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Artemis US Smaller Companies Fund
In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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July fund performance: Small caps rebound in marathon month of politics
While tech was the worst-performing IA sector over the month, according to FE fundInfo data
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What would a second Trump presidency mean for US equity allocations?
US small caps and defence tipped to see growth
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Premier Miton’s Nick Ford to retire as Federated Hermes’ Knox joins firm
Alex Knox will join from Federated Hermes to take up Ford’s responsibilities on the firm’s US funds
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First Trust unveils Smid Rising Dividend Achievers ETF
Aims to track the performance of the Nasdaq US Small Mid Cap Rising Dividend Achievers index
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First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
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Weekly outlook: Barratt Developments and Burberry to report
Key events for UK wealth managers for the week starting 10 July