Joel Fleming, Microcaps Portfolio Manager, catches up with Nadine Blayney from ausbiz to talk through the fear that often surrounds investing in Australian microcap companies, touching on the importance of sound balance sheets, good management teams, and sustainable business models.
Joel also previews one favoured stock for the current environment, explains the potential for tax-loss selling into the end of the financial year, and gives his take on what interest rate hikes mean for Australian retailers.