Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish

Why Europe offers a robust hunting ground for small caps

Portfolio Manager Anna Lundén offers her local perspective on Europe, highlighting the inefficiencies created over time by the outperformance of small-cap companies vs large-cap companies.

 

The views expressed are those of the speakers at the time of publishing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only. 

Opportunities in Europe for small-cap stocks

In this short audiocast, Anna discusses why she believes small-cap stocks should be a strategic portfolio allocation, and how the European market presents a significant opportunity for active managers to find small-cap stocks.

RECOMMENDED FOR YOU

<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021

FUTURE THEMES | SOCIETY

The future of retirement: Aging in 2050
,
publish
Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Investing in innovation: Disruption is everywhere
,
publish
Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
September 2021
Adapting to climate change: Investing in the resiliency imperative
,
publish
Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of youth: Education, entertainment, and relationships transformed
Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SOCIETY

The future of youth: Education, entertainment, and relationships transformed
,
publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SCIENCE</p>Robots won’t take our jobs (and other reasons to be excited about factory automation)
We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SCIENCE

Robots won’t take our jobs (and other reasons to be excited about factory automation)
,
publish
Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Asia equity investing: The contrarian advantage
,
publish
Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021
Mid-2021 Investment Outlook
,
publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SCIENCE</p>Enterprise automation: Three transformative themes
We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
August 2021

FUTURE THEMES | SCIENCE

Enterprise automation: Three transformative themes
,
publish