Portfolio Manager Michael Steele sat down with Andrew Geoghegan from ausbiz to unpick some of the key themes emerging from the Feb reporting period for the small cap market. Michael also names one stock that his team likes for the period ahead.
1 Mar 2024
Portfolio Manager Michael Steele sat down with Andrew Geoghegan from ausbiz to unpick some of the key themes emerging from the Feb reporting period for the small cap market. Michael also names one stock that his team likes for the period ahead.
19 Aug 2023
Michael Steele: Are small caps going to exceed expectations?
Michael Steele, Small Caps Co-Portfolio Manager, sees positive signs for small companies this reporting season, even in the face of...
1 minute read
31 May 2024
Ignore the noise, this Budget will lower inflation
In this note, Tim Toohey steps through the budget, its major policies and assesses the impact on demand and future...
17 minute read
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