Following on from the reading list we shared last week, the team has pulled together some of the podcasts we have most enjoyed over the year. Thoughtful, entertaining and varied, they make…
Article
Filter insights by:
Blog
Montanaro’s Christmas Podcast List 2025
Following on from the reading list we shared last week, the team has pulled together some of the…
Blog
Annual Letter 2025 – “What to do when the bubble bursts?”
In this year’s Annual Letter, Charles reflects on the striking parallels between today’s AI-driven market enthusiasm and the…
Blog
Montanaro’s Christmas Reading List 2025
As is our tradition, with just a couple of weeks until Christmas the team has shared some of…
Blog
Deep Dive #12: Space: The Next Investable Frontier?
Today we’re excited to publish Montanaro’s latest Deep Dive – an exploration of one of the fastest-growing and…
Blog
When passives rule(d) the world
Discussions about passive equity exposure dominate many Investment Committee meetings. This note attempts to understand some of the…
Blog
The SDG countdown: progress, setbacks and the role of Small & MidCap
The UN Sustainable Development Goals (SDGs) turn 10 years old this month. As these ambitious global targets enter…
Blog
Europe’s SmallCaps: back in business
European (ex-UK) SmallCaps are experiencing a marked recovery after four years of underperformance relative to LargeCaps. Having endured…
Blog
Solar’s tough week
Solar stocks have had a tough week. The US Senate proposed a major reversal of clean energy tax…
Blog
Across the pond: unpacking tariffs, AI and efficiency with America’s SMidCap innovators
Not all visitors are guaranteed a warm welcome to the US these days, as the events of the…