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

Market will come back

clock • 4 min read

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...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

The Committee said it found the Edinburgh Reforms had so far had “limited impact of the Government’s flagship financial services reform programme”.
UK

London Capital & Finance scars raise risk concerns over LTAFs among MPs

Review of Edinburgh Reforms a year on

Eve Maddock-Jones
clock 08 December 2023 • 3 min read
James Baxter-Derrington, editor
UK

The Autumn Statement addenda

Friday Briefing

James Baxter-Derrington
clock 27 November 2023 • 4 min read
SDL fund managers Eric Burns, Chloe Smith and David Beggs
UK

Sanford DeLand's Free Spirit manager Eric Burns on the UK as a 'dirty word'

Manager Eric Burns

Elliot Gulliver-Needham
clock 21 November 2023 • 3 min read
Trustpilot