Recorded 18 July 2025

With the August reporting period fast approaching, Joel Fleming (Portfolio Manager, Microcaps) sits down with ausbiz’s Nadine Blayney to step through the current landscape for microcap investing, detailing four companies he believes are well-placed to navigate the period ahead.

Joel and Nadine discuss the drivers behind why the market has seen fewer earnings downgrades than expected, and touch on the implications of a more stable job market as we move deeper into the second half of 2025.