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Japan Inflation Small cap Mid-cap Equity Economic cycle Monetary policy Article
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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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By

Daniel Maguire

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Article
2024-04-30
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Small cap Value vs growth Asset allocation Public pension (DB) Private pension (DB) Defined contribution (DC) Equity Article Endowments & foundations
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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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Article
2024-01-31
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Europe Small cap Sustainability Sustainable investing Active management Innovation ESG Equity Fundamental equity Fund of funds Article
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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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By

Anna E. Lundén, CFA

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Article
2023-06-30
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