After years of favoring U.S. equities, investors are increasingly looking beyond this markets as high valuations and economic uncertainty cloud the outlook. Growth equity asset manager TimesSquare sees compelling opportunities in Europe and Japan.
Europe is placing greater emphasis on strategic decoupling—from energy to technology—a shift expected to spur investment and drive growth across key sectors. Japan, meanwhile, is undergoing structural reforms in areas such as corporate governance, labor participation, and foreign investment, laying the groundwork for sustained long-term growth.
The asset manager particulatly highlights smaller cap companies in both countries. “By allocating to small cap companies, investors have the opportunity to gain targeted exposure to local economies and potentially capture idiosyncratic growth opportunities that are less susceptible to global macroeconomic and geopolitical influences,” the insight states.
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