Deeply discounted to the broad market, small-cap bank stocks may be worth investors’ consideration, says Portfolio Manager Craig Kempler.
Finding Value in Small-Cap Bank Stocks
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Deeply discounted to the broad market, small-cap bank stocks may be worth investors’ consideration, says Portfolio Manager Craig Kempler.
Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.
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Neil Hermon, Fund Manager for Henderson Smaller Companies Trust, discusses how the trust has performed so far in 2019 and delivers the latest portfolio activity, explaining why the team have chosen to reduce the number of holdings. Neil also discusses the Trust’s income growth and how his strategy has led to a very impressive income growth record.
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The view here remains that global economic weakness is spreading to labour markets, implying that it is becoming entrenched and will require more significant policy easing to reverse. Three news items in recent days are consistent with this development.