FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
Tag: Small Caps
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
The FSA Spy market buzz – 26 July 2024
BlackRock loves manufacturing, Small cap renaissance, Entropy in markets, Silver bugs and their fanaticism, China’s windy electricity, Life in cartoon, Ancient wisdom, Advertising and much more.
The FSA Spy market buzz – 19 July 2024
Doubling down on crypto, Saudi ETFs in China, Contrarian AI call at Goldman, Disappearing stock market, Microsoft throws in the DEI towel, Small cap warning and much more.
The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class.
Small caps offer way to play inflation
Investors looking at asset class behaviour and potential hedges in an inflationary environment should look to a mix of small caps, commodities and real assets, according to Franklin Templeton.
Watch governance with small caps, says ASI
European small-caps tend to outperform large caps, but governance needs close watch, according to Andrew Paisley, Edinburgh-based investment director for European smaller companies at Aberdeen Standard Investments.
Mutual fund Top Trumps – US small-cap equity
This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Uncovering China’s small caps
China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Will the passive run in EM equities continue?
Are emerging market small caps a better bet than the large cap counterparts that passive products focus on? Will Ballard, head of emerging market and Asia Pacific equities at Aviva, explains why he believes they are.
