Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Small-cap

Pod Market
Markets and economics

Podcast: US elections, equity rotation, and a major celebration – Market Talk

How should investors interpret the latest twists and turns in the race for the White House? And what's behind the rise in US small-cap stocks?
LGIM team
By  LGIM team
25 Jul 2024
1 min read
UK-rain London
Markets and economics

Summer showers and shipping setbacks: a perfect storm for UK retailers?

We’re known for complaining about the weather in Britain, but retailers in particular have good reason to. And their complaints don’t stop there…
Camilla Ayling
By  Camilla Ayling
03 Jul 2024
4 min read
Field mice
Investment strategy

Mice that roar

After a year in which a handful of tech mega caps dominated core indices, we examine the outlook for US small caps, and how a...
Elisa PiscopielloAude Martin
By  Elisa Piscopiello, Aude Martin
29 Jan 2024
3 min read
Falling letters alphabet
Markets and economics

2023: the year of the acronym

A member of our UK Wholesale Distribution team gives his thoughts on 2023, focusing on three acronyms that became household names, and shares potential hot...
Matthew Kemp
By  Matthew Kemp
18 Dec 2023
3 min read
Small-christmas present
Investment strategy

They say good things come in small packages…

Ahead of the festive season, we assess whether parallels can be drawn with small-cap investing.
Camilla AylingKarlson Lau
By  Camilla Ayling, Karlson Lau
14 Dec 2023
4 min read
small cap
Investment strategy

Small but perfectly formed?

Small-cap US equity indices can offer more balanced sector coverage than tech-dominated large-cap indices, and adding a quality tilt could help improve resiliency in the...
Elisa Piscopiello
By  Elisa Piscopiello
05 Apr 2023
3 min read
rollercoaster-780.jpg
Fixed income

From the new normal to the new Norman

From the new normal to the new Norman
Christopher Jeffery
By  Christopher Jeffery
28 Oct 2021
7 min read
fact_or_fiction_thumb.jpg
Investment strategy

Factor Based Investing in UK Equities

Using a factor framework can help to identify drivers of performance. We’ve heard before that active UK managers have a size bias. How long has...
Francis Chua
By  Francis Chua
13 Dec 2019
4 min read
pound-coins-on-stock-sheet_gettyimages-88621676.jpg
Investment strategy

The small-cap anomaly

The reasons driving small-cap manager sucess
John Roe
By  John Roe
20 Nov 2017
3 min read
vw-wagon_green_enhanced.jpg
Investment strategy

What to factor in and what to factor out

Factor-based investing has seen rapid growth since the financial crisis, as investors look beyond traditional asset class labels to understand what really drives the performance...
Andrzej Pioch
By  Andrzej Pioch
01 Dec 2016
3 min read

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