Three global small-cap stocks set for a big bounce

Professional investor Trevor Gurwich of the American Century Global Small Cap Equity Fund picks three small-cap stocks from around the world that look set to profit as economies begin to reopen.

Early in the Covid-19 crisis our focus on companies with accelerating and sustainable earnings growth prompted investments in companies that were beneficiaries of stay-at-home measures. Examples included online education, video-gaming and data-centre companies.

We are now observing the recovery in markets that have been hit by the virus. Signs of improvement or stabilisation are being buttressed by substantial fiscal stimulus measures. As a result, our investment strategy is now also highlighting companies that may have suffered during the crisis but look likely to be beneficiaries as economies begin to reopen.

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