Oddbean

Is it time to jump back into ASX small-cap shares? ========== One fund manager believes that investing in ASX small-cap shares could be attractive. Ronald Temple, the chief market strategist, suggests that non-US markets are trading at less demanding valuation multiples and could benefit from accelerating growth while US growth decelerates. He also believes that non-US companies could enjoy a more significant recovery in revenue and earnings as their economies were less resilient after the pandemic. Temple suggests allocating capital away from cash to riskier assets, such as emerging markets, Japan, small-cap, and infrastructure-related equities. However, he also warns of potential volatility in the second half of 2024 due to events like the US election and tensions over China's support for Russian aggression in Ukraine. While ASX small-cap shares are not guaranteed to outperform, they could be worth considering. #Asx #SmallcapShares #Investing #FundManager #ValuationMultiples #EmergingMarkets #Japan #Infrastructure #Volatility https://www.fool.com.au/2024/07/05/is-it-time-to-jump-back-into-asx-small-cap-shares/