Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
small caps
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SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Nedgroup’s Louis Hutchings: US small caps simply cannot be ignored
Louis Hutchings, portfolio manager at Nedgroup, on the enduring appeal