Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to talk through the current conditions facing the Australian small and microcap sector. Joel touches on some key market dynamics impacting valuations, and details sectors and companies he’s favouring despite the challenges of persistent inflation, heightened geopolitical risk and tighter monetary policy.
4 Dec 2023
Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to talk through the current conditions facing the Australian small and microcap sector. Joel touches on some key market dynamics impacting valuations, and details sectors and companies he’s favouring despite the challenges of persistent inflation, heightened geopolitical risk and tighter monetary policy.
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