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With the big picture so uncertain, is it time to focus on smaller companies?

With the big picture so uncertain, is it time to focus on smaller companies?
  • Ken Wotton
  • 07 December 2016
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For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.

Uncertainties around Deutsche Bank, Brexit, and the US presidential election are just the latest in a series of aftershocks stemming from the global financial crisis. Increasing populism and the turning...

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