Relative Return: Dissecting the Australian small caps market
In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period.
Listen as they discuss:
- How inefficiencies and information advantages present in small caps provide a fertile ground for generating alpha.
- The changing Australian small caps landscape, from the quality of stock composition to the emergence of a robust technology sector.
- The growing importance of ESG considerations in driving better risk-adjusted returns.
- Why 2024 marks an opportune time for investors to consider small caps.
Recommended for you
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s latest rate cut call, the factors influencing the unanimous decision, and what economists expect from the rest of the year.
In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad support for a more comprehensive tax reform discussion at the Treasurer’s economic roundtable.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia’s stagnating productivity ahead of the government’s economic reform roundtable, and how picking all the “low-hanging fruit” for reform in the ’90s helped kick off a surge that has since stalled out.
