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.
20 Nov 2020
Time Called on NAB’s Perpetual Golden Egg
Roy Keenan, Head of Australian Fixed Income, looks at Yarra Capital Management’s experience investing in the National Income Securities. News...
3 minute read
24 Aug 2021
The Looming Housing Excess
Analysis of Australia’s housing sector from Tim Toohey, Head of Macro and Strategy, suggests excess supply is coming on the...
11 minute read
0 Comments