Global small caps trade at a 15% discount to their large cap peers, well below their historical 15% to 25% premium. Combined with low levels of analyst coverage and high levels of valuation dispersion, the asset class presents attractive buying opportunities for investors. With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Presentation  (8 mins)  |  Filmed 22 November 2024