small caps

Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.

Mixed fortunes for UK Smaller Companies and UK All Companies

With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.

High conviction approach

Underweight the sector

Investor and corporate confidence remains intact

The UK's importance as a world-leading centre for asset management continues to grow.

Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.

Tax cuts to benefit US small caps

MiFID II, the legislation that governs transparency around the charges for investment research, went live on 1 January. We consider life after MiFID II, what this means for investors, brokers and corporates and highlight the unintended consequences.