Breakfast briefing: Bringing Smaller Companies into focus

With the Magnificent 7 dominating equity markets last year, investors are now exploring alternative sources of growth, not least within Smaller Companies. Despite being perceived as higher risk, history shows that Smaller Companies can deliver compelling risk-adjusted returns over time. Additionally, an active investment approach that focuses on high-quality companies exposed to structural growth trends can also help investors mitigate market volatility and uncertainty. Considering these points in current market conditions, this is why we believe now is the time to bring Smaller Companies into focus.