Fund Interview

Small-cap stocks have long underperformed their large-cap counterparts, now trading at a discount. For those with a long-term perspective, this could represent a compelling entry point, says Scott Woods, manager of the Columbia Threadneedle Global Smaller Companies fund.

The large-scale investment cycle in data centres currently offers the best investment opportunities for AI investors, says AI fund manager Tobias Rommel.

Institutional investors are increasingly shifting thematic investing into their core asset allocation as they see a fit with long-term asset-liability management strategies, according to Karen Kharmandarian, chief investment officer Thematics Asset Management.

MFS CEO Mike Roberge and Luxembourg head Michael Derwael see actively managed funds - ETFs and mutual funds - as benefitting from a return to higher interest rates, which would take away market share from passive investments and private markets.