Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to talk through the current conditions facing the Australian small and microcap sector. Joel touches on some key market dynamics impacting valuations, and details sectors and companies he’s favouring despite the challenges of persistent inflation, heightened geopolitical risk and tighter monetary policy.
4 Dec 2023
Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to talk through the current conditions facing the Australian small and microcap sector. Joel touches on some key market dynamics impacting valuations, and details sectors and companies he’s favouring despite the challenges of persistent inflation, heightened geopolitical risk and tighter monetary policy.
05 Apr 2023
The Rate Debate – Ep37
Episode 37: Tuesday 4th April 2023 Did the RBA fuel the fire or douse the flames? Despite the RBA’s massive...
1 minute read
16 Nov 2022
Economists are idiots!
As a long-time card-carrying member of the economics fraternity Tim Toohey doesn’t say this lightly: economists are idiots. Worse still,...
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