There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
Tag: Mid- and Small-Caps
Nikko bets on domestic consumer plays
Online shopping in China is growing, creating loyal internet consumers who are increasingly spending at small retailers, according to Grace Yan, Hong Kong-based portfolio manager at Nikko Asset Management.
JO Hambro: Tax cuts to benefit US small caps
The US tax cut bill, passed at the end of 2017, is going to disproportionately benefit small and mid-cap companies beginning in 2019, argues JO Hambro’s senior fund manager Vince Rivers.
Are smaller companies Japan’s real value?
Japan’s mid- and small-cap stocks have outperformed large caps, but many are ignored or under-researched, according to Max Godwin, a Singapore-based portfolio manager on Eastspring Investments’ Japan equity team.
HEAD-TO-HEAD: Allianz vs JO Hambro
Fund Selector Asia compares two small- and mid-cap products, the Allianz Little Dragons Fund and the JO Hambro Asia ex-Japan Small and Mid Cap Fund.
Japan small mid cap funds lead the fund tally
The 2014 rally in the Japanese stock market has especially benefited funds invested in the small and mid-cap segments.
European smallcaps and select Asian companies favoured
With the overall improvement in the global macro economic environment, fund managers see investment opportunities emerging in the small- and mid-cap companies in Europe as well as select Asian markets.
