Hints and tips:
Related Special Reports
...The S&P BSE small-cap index is down 4.9 per cent month to date....
...An index of small cap companies in mainland China dropped 4.8 per cent on Tuesday despite the country’s stronger than expected first-quarter gross domestic product figures....
...Just 10 US behemoths now account for a fifth of the MSCI All Country World Index, the highest concentration in decades. Across much of the world, large companies have left smaller peers in the dust....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...“I’ve been investing in small-caps for almost 30 years and you haven’t seen big money moving into the space since 2016 or 2017,” said Greg Tuorto, a small-cap portfolio manager at Goldman Sachs Asset Management...
...Cap Equity UCITs ETF (BBSD) for small caps....
...These countries’ bonds were transformed into assets that passive funds would be compelled to buy, and on which active managers would need to spend large amounts of portfolio risk to avoid....
...And yet: The Russell 2000 small-caps index has now lagged behind the S&P 500 large-capitalisation index since its inception at the end of 1978, overturning a century of return data across multiple countries...
...US small caps notched their longest winning streak of the year in a session that proved relatively muted for their large-cap counterparts. The Russell 2000 finished 1.3 per cent higher on Tuesday....
...Several large passive fund managers declined to comment....
...US small caps are suffering their worst performance run relative to large companies in more than 20 years....
...Florian Ielpo at Lombard Odier Investment Managers said the prospect of lower borrowing costs made the rally more “sustainable” than in recent months, when indices climbed on the back of a few large stocks...
...The benchmark large-cap CSI 300 lost 11.4 per cent last year....
...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...In Vanguard’s FTSE Global All Cap Index Fund (which I hold within my own Isa), the UK exposure is below 4 per cent, with the US making up nearly 62 per cent....
...For example, the MSCI world large cap index has outperformed the MSCI world mid-cap index by almost five percentage points a year over the past five years....
...But investors are increasing allocations to global equity funds, an indication that they are seeing opportunities outside of mega-cap stocks....
...When I look at my own portfolio, and the depressed level of so many stocks, virtually all appear vulnerable to a bid....
...Which is perhaps a symptom of malaise among the small-caps....
...And the goal of the FTSE Japan index is to “represent the performance of Japanese large and mid-cap stocks”....
...The author is a former portfolio manager. Email: stuart.kirk@ft.com; Twitter: @stuartkirk__...
...The city’s benchmark Hang Seng index rose 1.3 per cent while the Hang Seng Tech index increased 1.7 per cent and the Hang Seng China Enterprises index of large cap stocks added 1.8 per cent....
...Since Indian passive equities funds are mostly large-cap, active managers have an opportunity to represent the sweep of the wider market, Morningstar says....
...Well, China A shares are large and mid-cap names listed on the Shanghai and Shenzhen exchanges which are available to foreign investors via the “stock connect” with Hong Kong....
International Edition