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Investing in Small and Mid Caps

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

digging for victory

Small & Mid-Cap Equities: Digging for victory

February 2016 (Magazine)By

Successfully investing in small and medium-sized companies involves getting to know the intricacies of how relatively simple businesses work

US small & mid-caps: In the land of the brave

February 2016 (Magazine)By

Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued 

Mid-caps: Time to take the middle road

February 2016 (Magazine)By Anthony Harrington

Offering better outperformance than large-caps and more robust than small-caps, mid-caps are particularly attractive

Small and mid-caps and corporate governance: Battle for a common ground

February 2016 (Magazine)By

We map the obstacles in the way of a unified approach to corporate governance in a Europe characterised by a north/south divide in small and mid-caps

The case for listed small-caps

February 2016 (Magazine)By

The liisted small-cap and mid-cap market could be a better place for investors to start when considering a move into private equity

All Investing in Small and Mid Caps

Frankfurt at sunset

DAX scheme funding levels hit by European stock performance

Fri, 10 Aug 2018By

As liabilities increase with lower rates and longer life expectancy, returns at DAX companies fail to boost funding

EU flag

Date with destiny? Schemes mull ‘Brexit day’ valuations

Thu, 2 Aug 2018By

Some UK funds are considering changing the date of formal valuations – but advisers are split on the benefits

Berlin, Germany

German longevity data adds €10bn to Direktzusage liabilities

Wed, 1 Aug 2018By

First update since 2005 expected to increase liabilities by 1% for companies paying pensions direct from balance sheets

calculator accounting

Audit regulator criticises DB accounting standards [updated]

Mon, 30 Jul 2018By

DB liabilities could rise after Financial Reporting Council’s review, consultant warns

Oxford University

USS proposes 41% contribution hike to plug funding shortfall

Thu, 26 Jul 2018By

Report into 2017 valuation expected by September with employers hoping to avoid higher pension costs

All News and Opinion

On the Record: Sovereign bond risk?

July/August 2018 (magazine)

Industriens Pension, Fondenergia, WPV

laerernes pension

How We Run Our Money: Lærernes Pension

July/August 2018 (magazine)By

Morten Malle, investment director of Denmark’s Lærernes Pension, explains how the fund stays agile 

Strategically Speaking: Alger

July/August 2018 (magazine)By

The pain of life and death rarely intrudes into the relatively safe world of the financial markets. But life at its most brutal intruded into the workings of Alger’s headquarters in the World Trade Center on 9/11

On The Record: How do you invest in alternative credit?

June 2018 (magazine)By

Ilmarinen, Unilever, Ärzteversorgung Westfalen-Lippe (ÄVWL)

cliff speed

How We Run Our Money: TPT Retirement Solutions

June 2018 (magazine)By

Cliff Speed, CIO of TPT Retirement Solutions (pictured), tells Carlo Svaluto Moreolo how the fund is trying to develop a portfolio that can withstand market volatility

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-2467

    Asset class: Search for a broker (mainly ETFs).
    Asset region: Global.
    Size: 250m.
    Closing date: 2018-08-28.

  • DS-2468

    Closing date: 2018-08-24.

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