Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
23 Oct 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
13 Sep 2023
Unpacking earnings season
Marcus Ryan (Co-PM, Broadcap Equities), Ed Waller (Co-PM, Ex-20 Equities), Michael Steele (Co-PM, Smallcaps) and Joel Fleming (PM, Microcaps) look...
1 minute read
26 Sep 2023
Phil Strano: The looming default cycle threatens private credit
In recent months, much has been written about the looming default cycle. The tightening of lending standards in the US...
3 minute read
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