global small caps

Backed by recoveries of the past, international small-caps grounded in the quality factor are likely to be beneficiaries of a slow growth, post-recession...

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

At the start of any chess game, any pawn has the potential to become a Queen. The hard part for investors is to identify those small companies that will grow to be...

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...

A trio of fund managers provide answers on the crucial “who”, “what” and “why” of global small-caps in the final instalment of our three-part series. This should...

Investing rulebooks went out the window last year, as pandemic-hit markets plummeted, then rebounded, and share prices rose or fell on little more than sentiment. Take...

With the ASX 200 currently just 3.7% below its pre-pandemic level, many investors who didn’t buy the dip have a severe case of FOMO . Small caps are a possible...

Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...

Smaller companies have had a stellar run since the COVID sell-off, with the MSCI World Small Cap Index managing to outperform even the NASDAQ since the market’s bottom...

In the midst of a sell-off, it takes a serious amount of intestinal fortitude to bite the bullet and open a new position. But for those who do, the rewards can be...

A quality investing framework executed sensibly can earn returns in excess of the market. The benefits derived from a quality approach are magnified even further when...

COVID-19 was a hit to equity markets, as companies downgraded or withdrew their earnings guidance, and market uncertainty and volatility spiked. The sell-down in March...

Perceived to be based on free-wheeling shopping by predominantly younger consumers, the buy now pay later (BNPL) sector is facing a bad debt Armageddon that many...

When investors think about innovation and disruption, one of the factors that comes to mind is valuation and the right price to pay for businesses taking the lead in...