Joel Fleming: Microcap market update

Three companies well-placed to navigate the period ahead.

20 Oct 2025

Joel Fleming (Portfolio Manager, Microcaps) joins Andrew Geoghan from ausbiz to share his outlook on what investors should expect for the period ahead.
Recorded 17 October 2025

AGM season is heating up—and we’re watching closely.

From the critical role of corporate updates in the coming AGM season to the diverging fortunes of resources vs. industrials, Joel breaks down the signals that matter.

Joel also details how he’s navigating today’s economic landscape and details three stocks positioned to benefit from sector-specific tailwinds.