Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
23 Oct 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
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Why are we so afraid of normal?
Dion Hershan, Head of Australian Equities, details why he believes the panic in markets today appears excessive. There has been...
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Yarra targets wholesale market
Melbourne-based boutique manager Yarra Capital Management recently opened its absolute credit strategy to wholesale and high-net-worth investors. Fund portfolio manager Phil...
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