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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Jo & Ryan talk through the most notable news in July, including HgCapital’s (HGT) latest disposal and what a rally in US small companies could indicate…
0:00 Welcome
0:18 Hg Capital (HGT) disposal
02:43 Sale of Graphcore – Chrysalis (CHRY) and Schroder British Opportunities (SBO)
05:34 Performance of US small-cap equities
06:59 Small-cap event round-up
07:25 abrdn Asia Focus (AAS)
10:31 Invesco Perpetual UK Smaller Companies (IPU)
13:55 Brown Advisory US Smaller Companies (BASC)
16:28 Interview with Olivia Markham, BlackRock World Mining (BRWM)
20:11 Risk warning
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