Webinar replay: Valuation: Is now the time for Small Cap?

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  • 01 hr 00 mins 21 secs

Smaller companies have been overlooked by many investors in recent years with the markets preferring growth/quality style large cap strategies. However, as we have emerged from the Covid-19 pandemic and markets continue to discount a synchronised global economic recovery, fuelled by unprecedented levels of monetary and fiscal stimulus, it is tempting for investors to wonder whether small caps will outperform and lead the market higher.

There have been many academic studies identifying the Small Cap premium and how the asset class can outperform over the longer term and given the anticipated global recovery it is perhaps unsurprising to see a recent survey by BofA ML showing 35% of investors are expecting small caps to outperform in the next 12 months*.  

Smaller companies is a specialism where Invesco has a long heritage, both in Henley and across our other investment centres around the world.  

Watch our webinar replay where Michael Joynson, Head of Market Insights discussed the current opportunities that we are seeing across the globe with a panel of experts:

  • Eric Esselink, Fund Manager, European Smaller Companies and Global Smaller Companies, Henley
  • Robin West, Fund Manager, UK Smaller Companies, Henley
  • Juan Hartsfield, Portfolio Manager,  US Smaller Companies, Houston
 

*Source: BofA ML Global Fund Manager Survey March 2021

Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested.

Important information
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
 
Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
 

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