Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
23 Oct 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
11 Apr 2017
Is China Steel & Coal Consumption Peking?
We’ve just returned from a week-long trip to China, and as with most trips to this amazing country in recent...
3 minute read
27 Dec 2017
Moving into 2018 with resilience
Heading into 2018, the S&P/ASX 200 Index is trading at almost a decade-high level and forecasters are reasonably bullish on...
1 minute read
0 Comments