Are Australian microcaps poised for a rebound?

Joel Fleming, Microcaps Portfolio Manager at Yarra Capital Management, sits down with ausbiz’s Andrew Geoghan on ausbiz to unpack the challenges — and emerging opportunities — in the microcap space.

While the sector has lagged, Joel sees early signs of a turnaround: the Australian economy is holding up, earnings are improving, and falling interest rates will provide support.

Joel also spotlights two overlooked property developers that he believes are well-positioned in the strong WA and QLD markets, with the right ingredients to benefit from Australia’s housing push.