Why UK Smaller Companies in 3 charts

Whilst you need to go back to 1989 for a worse period of small cap relative performance, there is still a long history of smaller companies outperforming relative to large caps.

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If not now, when?

Portfolio manager William Lough asks himself the question: if investors aren’t deploying capital to valuation-focused equity investors now, when will they?

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Cleansing capitalism’s karma

2010-20 saw consumers deleverage household balance sheets while governments engaged in austerity to try and balance their own books. With a consequent lack of nominal growth, corporates shunned re-investment in capital expenditure (‘capex’) and embraced buybacks as a superior use of cash. Portfolio manager William Lough believes this has set up an investable opportunity today due to 3 converging elements – read on to find out more.

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Why buy UK equities?

Matt Hudson, portfolio manager of the ES River and Mercantile UK Equity Income fund, discusses why he believes UK equities should be attracting investors.

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