


The UK is looking (very) cheap v. Global equities – will the election change this?

When inflation recedes it is normally good for SmallCap (the UK example)

Who wins the UK General Election makes little difference

The US economy drives global equity markets – and things look pretty good

Much of Growth’s outperformance v. Value is due to stronger EPS growth

European SmallCap is quietly staging a recovery

UK companies used to acquire abroad – now the reverse is true

AIM’s appeal to foreign companies is disappearing

The UK IPO market is drying up fast – it needs an urgent boost
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