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GIS INSIGHTS
Our thinking across markets, companies, and investment themes - from weekly reflections and quarterly perspectives to timely commentary on developments as they unfold.
THE LATEST FROM GIS:
GLOBAL SMALL CAP MONTHLY
MONTHLY: SEPTEMBER 2026
The squeeze doesn't stop the money. It moves it.
Rates are rising, oil is above $90 and households are squeezed. So why look at smaller companies now?
Ten minutes on what the earnings data actually shows, and on what could still go wrong.
EVENTS & MEDIA
OPINION PIECE: 16 SEPT 2026
Why small-cap investing rewards those who do their own homework
A focused conversation with Proactive on the edge in global small caps.
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