There are 5 item(s) tagged with the keyword "Smaller Companies".
Displaying: 1 - 5 of 5
We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.
Following the US election, US smaller companies rose on Trump’s domestically focused agenda. Is this the start of a broader rally? Artemis’ US team give their views.
Last year was terrible for equities. A war in Ukraine, soaring inflation, higher interest rates and weak economic growth all weighed on sentiment. Globally, both small and large caps were firmly in negative territory. Large-cap indices like the S&P 500 were dragged down as technology companies (such as Meta and Tesla) and stocks with high valuations sold off. Meanwhile, risk-averse investors shunned small caps as economic conditions deteriorated.
Smaller companies tend to be more susceptible to inflation risk than their larger peers. However, while the broad asset class may be floundering amid the highest inflation in decades, in our view, compelling opportunities remain among certain high-quality international small caps.
Recent market conditions have presented challenges for quality-focused investors. After years in the doldrums, lower-quality, cyclical companies are enjoying a moment in the sun. However, over a longer investment time-horizon (three to five years), value rallies like this one tend to fade.
Displaying: 1 - 5 of 5