Small cap

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Equity Market Outlook

In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.

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2024-12-31
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Mid Year Outlook Designs
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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2024-12-31
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Is the long-awaited change in Japan’s fortunes finally materialising?

Portfolio Manager Dan Maguire explores why Japan may finally be exiting deflation and assesses the opportunities this structural change could create for small- and mid-cap equities.

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2024-04-30
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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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2024-01-31
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Hidden corners of sustainability-related innovation
European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.
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2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.