Thematic investing is a better mousetrap for global small caps

David Sullivan  |  UBS Asset Management  |  17 August 2022  |  0.50 CE

There is an opportunity to capture value in global small cap equities through the identification of attractive long-term themes that are created by the interaction between the secular trends of population growth, aging and urbanisation, and the disruptive forces of technology, society, and resource constraints. Proper theme identification is key to curating an investment universe of companies that are likely to grow sales and earnings in excess of the broader market over time. The future ain’t what it used to be, so capital allocators should look beyond...

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