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.
Commodities and UK Small caps have rallied strongly in recent months on expectations of global economic recovery and normalisation. Rallies in the former can cause headwinds to active managers in the latter. Yet we think both offer upside potential from here.
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