Recorded 16 January 2026
Joel Fleming, Portfolio Manager (Microcap equities), sits down with Nadine Blayney (ausbiz) to share why he believes the rotation into smaller companies still has much further room to run.
From strong early‑2026 sector performance and commodity tailwinds to a pick‑up in M&A activity, Joel breaks down the key signals he’s watching (and spotlights one emerging name in the water infrastructure space) and provides an early preview of what the February reporting season might reveal.
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