Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan from ausbiz and expresses a positive outlook on the market following Guzman and Gomez’s (ASX:GYG) successful debut on the ASX. Drawing attention to the immediate jump in the stock, he observes that this suggests a strong demand for fresh ideas as people seek out new investment opportunities. Joel argues that the healthy level of retail participation on Guzman’s first day of trading is a promising sign for the market.
24 Jun 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan from ausbiz and expresses a positive outlook on the market following Guzman and Gomez’s (ASX:GYG) successful debut on the ASX. Drawing attention to the immediate jump in the stock, he observes that this suggests a strong demand for fresh ideas as people seek out new […]
23 Oct 2024
Joel Fleming: Mining is moving these microcaps
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift...
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20 Apr 2021
Yields march on, but what about credit margins?
With reflation trade sentiment now mainstream, attention has turned to the impact that higher bond yields will have on risk...
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