While stronger data has pushed out easing expectations, the tide is coming on the rate side. Will this provide a second leg to the risk rally with a broadening of performance? Markets are divided about the outlook. But could a soft landing and “immaculate disinflation” help laggards catch up and outperform? Please join us for a webinar exploring these themes.

We will be discussing:
• How softer but still robust data in the US and a combination of moderating inflation with better-than-expected growth in Europe create an appealing entry point for small caps on both sides of the Atlantic.

• Now valuation levels in large caps have become extreme, the market rally will begin to broaden with investors searching for opportunities across sectors and market cap segments. Small-cap companies may be well positioned to benefit from that broadening given inexpensive multiples, catch-up potential, cyclical sector composition and more domestic profiles in the deglobalizing world.

• While there are many commonalities among small caps, no two exposures are the same, so we will explore different regional outlooks.

Join Antoine Lesné, Head of SPDR ETF Strategy & Research EMEA and Henry Morrison-Jones, Investment Research Manager from FTSE Russell as they discuss these and other small cap themes.

Tuesday, 11 June 2024 - 10.30 CEST       Register here