Recorded 21 August 2026

Joel Fleming (PM, Microcap Equities) catches up with Andrew Geoghan from ausbiz to discuss the smaller company rally, explaining why certain retailers continue to perform and detailing some of the opportunities emerging across the Australian engineering sector.

As reporting season approaches a crescendo, Joel highlights several areas where earnings momentum and valuation opportunities remain compelling.

For more information on Joel’s microcap fund, visit: https://www.yarracm.com/capabilities/microcap-equities/.