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.
Accessing Asian 5G innovation: three key portfolio themes
Exciting opportunities in AI & Robotics outside of traditional tech
Conditions in the high yield market
The year of living dangerously for income investors
Taking a thematic approach to harness disruption
Appetite for thematic investments grows amid rates and inflation concerns
Sustainable Investing in Changing Market Conditions
Tap into Japan’s post-pandemic growth trends
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
