Discussions about passive equity exposure dominate many Investment Committee meetings. This note attempts to understand some of the dynamics driving the passive trend and their effect on markets. We have read a…
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When passives rule(d) the world
Discussions about passive equity exposure dominate many Investment Committee meetings. This note attempts to understand some of the…
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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…
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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…
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Solar’s tough week
Solar stocks have had a tough week. The US Senate proposed a major reversal of clean energy tax…
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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…
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Trump, Tariffs and AI Innocence
For an introduction to tariffs, see the 1986 film Ferris Bueller's Day Off. The classroom scene, absent our…
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Time to invest in Europe’s unknown companies
The consensus trade this year seems to be to overweight the US (again) and underweight everywhere else. The…
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Montanaro UK Income Fund & European Income Fund Q4 2024 Webinar
https://youtu.be/R4GJknBFXRs
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Montanaro Better World Fund Q4 2024 Webinar
https://youtu.be/0UTiF0S731E