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.
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Phil Strano: The Private Debt Reckoning
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this...
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Are BBBs the Key in a Low Yielding World?
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, looks at the opportunites for income in the BBB corporate...
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