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Talking heads – US small caps – Fortune favours the bold

Podcasts

BNP Paribas Asset Management
 

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US small-cap stocks are trading near 10-year lows on various metrics, which disregards their  typical resilience in periods of rising interest rates and slower economic growth. By taking a contrarian view, investors can benefit from a currently attractive risk/reward constellation. Listen to our Talking heads podcast with Geoff Dailey, US small-cap portfolio manager, and chief market strategist Daniel Morris. They first discuss the reasons behind small caps’ recent underperformance – which has enhanced the investment case – and then their prospects in a world marked by deglobalisation and inflationary pressures. Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts. Disclaimer Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this podcast do not in any way constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

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