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Investing in Small and Mid Caps

Small & mid-cap equities: Public or private markets?

October 2019 (Magazine)By

Public markets are shrinking while private markets are attracting huge amounts of capital. But it is still not clear which is the better bet

is the small cap premium truly significant

The small-cap conundrum

October 2019 (Magazine)By

Academic studies have cast doubt on the existence of a premium for investing in small-cap stocks

ESG awareness grows

October 2019 (Magazine)By

Smaller companies are realising they must keep up with ESG and impact-investing standards to remain successful 

Small & Mid-Cap Equities: Small-cap effects

October 2018 (magazine)

Some US smaller companies may benefit from America First policies but others will not

Small Cap Versus Private Equity: Separate arguments

October 2018 (magazine)By

Comparisons of the performance of listed smaller companies and private equity are fraught with difficulty

Investment Process: In search of an edge

October 2018 (magazine)By

Investors have to work hard to gain an information edge to successfully exploit small-cap markets

Small & Mid-Cap Equities: Smaller companies in a changing world

February 2017 (Magazine)By

Daniel Ben-Ami looks at how smaller companies are adapting to the economic and political landscape 

US: Policy unleashes animal spirits

February 2017 (Magazine)By Christopher O’Dea

The performance of US small and medium-sized companies has been boosted by an expectation of lower taxes and lighter regulation under President Trump

Smaller companies: The lifeblood of Europe

February 2017 (Magazine)By

Smaller companies are crucial to the success of the European economy. However, the way they are nurtured by investors and governments varies dramatically

UK firms vulnerable to slowdown

February 2017 (Magazine)By

Joseph Mariathasan finds that the UK economy has fared quite well since the Brexit vote, but smaller companies are vulnerable to any potential domestic slowdown

Adapting to a new landscape

February 2017 (Magazine)

Successful investing in the UK’s smaller businesses requires adopting attitudes and techniques similar to those in private equity investing, according to Tony Dalwood

PureGroup: Sensitivity of selected funds to macro factors

February 2017 (Magazine)

Data shows the sensitivity of the five largest US small and mid-cap equity funds and the five largest European small and mid-cap equity funds to changes in macroeconomic factors

All Investing in Small and Mid Caps

Financial Reporting Council (FRC)

Accounting roundup: FRC raises going concern sign-off standards

Wed, 16 Oct 2019By

Watchdog says auditors face ‘significantly stronger requirements’ 

Photo of Neuchâtel, Switzerland

Swiss corporate pensions slide into red for first time in two years

Mon, 14 Oct 2019By

Coverage ratio down by four percentage points in third quarter, consultancy reports [updated]

liam kennedy

Pensions in a hostile climate

October 2019 (Magazine)By

 Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds. 

daniel ben ami

Storing up future pain

October 2019 (Magazine)By

Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged. 

carlo svaluto moreolo

Do not let costs become an obsession

October 2019 (Magazine)By

Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective. 

All News and Opinion

On the Record: Lower yields

October 2019 (Magazine)By

After the ECB’s announcement of more QE, we asked two pension funds how they plan to manage the prospect of lower yields

asshoff

How we run our money: ZVK

October 2019 (Magazine)By

Gregor Asshoff  (pictured), board member of ZVK, the pension fund for Germany’s construction workers, talks to Carlo Svaluto Moreolo about upcoming asset allocation shifts

nicolaas marais

Strategically Speaking: Wells Fargo Asset Management

October 2019 (Magazine)By

By his own account Nico Marais is an extraordinarily lucky man. The CEO of Wells Fargo Asset Management (WFAM) is keen to use every opportunity to emphasise his good fortune. In Marais’s modest telling of his own story, his success is thanks to the qualities of others, rather than to his own merits. “It’s the story of my life. I’ve just always worked for amazing people,” ...

On the Record: Emerging markets

September 2019 (Magazine)By

We asked two pension funds whether the distinction between emerging and developed markets still makes sense

harold clijsen

How we run our money: PGB

September 2019 (Magazine)By

Harold Clijsen CIO of Dutch multi-sector Pensioenfonds PGB, speaks to Carlo Svaluto Moreolo about asset allocation, sustainable investment and member communications

All Interviews

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2570

    Asset class: Direct Real Estate.
    Asset region: Europe excluding Switzerland.
    Size: 150m.
    Closing date: 2019-10-30.

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