This week, FSA provides a quick comparison of two small and mid-cap North American funds: the BlackRock US Mid-Cap Value fund and the Schroders US Small & Mid-cap Equity fund.

This week, FSA provides a quick comparison of two small and mid-cap North American funds: the BlackRock US Mid-Cap Value fund and the Schroders US Small & Mid-cap Equity fund.
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Rate cuts and higher growth are among factors supporting continued performance.
Schroders’ semi-liquid global private equity strategy will be available via the ADDX platform.
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
Investors’ main concerns are interest rates and the prospects of recession.
As part of FSA’s head-to-head series, we compare the abrdn Asia Pacific Sustainable Equity fund and the Schroder ISF Asian Opportunities fund.
The RHB Asian Income funds feed into the Schroder Asian Income fund.
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
Part of the Mark Allen Group.