Poised for a comeback? The opportunity in UK small- and mid-caps

Market will come back

For equities, 2022 was clearly a challenging year. Economic and geopolitical concerns buffeted markets, and this uncertainty triggered a significant derating of growth equities.

But, in our view, it also triggered one of the best buying opportunities for UK small- and mid-cap stocks in over a decade.  The great decoupling Our focus on those quality-growth small- and mid-cap companies was a part of the market significantly impacted during the sell-off. However, we believe there remains a lot of opportunity in the UK, as well as a large number of strongly trading businesses. Buy small caps for the recession? Yes, really We retain our focus on companies which we believe can grow earnings throughout the economic cycle, and we have been largely reassured by t...