Michael Steele, Co-Portfolio Manager of Small Cap Equities, joins Andrew Geoghegan on ausbiz to discuss the year-to-date performance of Australian small caps. He highlights one essential resource experiencing strong demand and offering attractive valuations, and touches on a healthcare company that he believes is well-positioned for growth through AI advancements and recent acquisitions.
25 Oct 2024
17 Sep 2020
REIT credit underpinned by bricks and clicks
COVID-19 and the ensuing economic damage has called into question the safety of Australia’s REITs and their safe haven status....
3 minute read
22 May 2020
Catching the Credit Reset
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, looks at the impact of the COVID-19 pandemic on Australian...
3 minute read
0 Comments