McSkimming presented at the FSA Investment Forums in Singapore and Hong Kong on “Smaller companies as a source of attractive returns and sustainable alpha”.
In the video, he discusses the yield curve and small cap investing, explains how he defines a “quality” company, and provides his view on small cap dividends.
Tech WELLcovered | Work reimagined
Ninety One: Finding opportunities in times of change
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Despite headwinds, ESG continues to perform
M&G Episode Macro shines after tough year
Taking a thematic approach to harness disruption
Tap into Japan’s post-pandemic growth trends
Step up your portfolio by doubling down on sectors set for long-term growth
The year of living dangerously for income investors
Appetite for thematic investments grows amid rates and inflation concerns
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
