Joel Fleming: Keeping calm and carrying on

Volatility means opportunities in microcaps.

21 Nov 2025

Joel Fleming sits down with ausbiz to talk through how the recent market selloff, driven by concerns over big US tech and AI, is creating opportunities in small and microcap stocks, particularly those with strong domestic exposure and solid fundamentals. Joel details why his team is staying focused and where he's seeing attractive, quality long-term opportunities.

Recorded 21 November 2025

Thinking about microcaps but worried about volatility? In this interview with ausbiz’s Nadine Blayney, Joel Fleming (Portfolio Manager, Microcap Equities) details why staying calm in volatile markets is key. He shares two top picks in the microcap space today, highlights the key sectors offering strong growth potential, and reveals how he is positioning for opportunity amid shifting market conditions.