European Small & Mid Caps
Small & Mid-Caps: The 800-pound gorilla
01 Feb 2012
UK exposure – or lack of it – has been decisive in European small and mid-caps. But Martin Steward finds that managers have also had to contend with a difficult ‘risk-on, risk-off’ environment
Small & Mid-Caps: Bulls and bears square up
01 Feb 2012
Being on the defensive has paid in 2011, writes Martin Steward. But the US is a confusingly mixed prospect for the coming year
Crowded out
01 Dec 2009
One might imagine small-caps markets to be hives of alpha-generating inefficiency and anomaly – and yet Joseph Mariathasan finds that returns in Europe are dominated by beta
