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The great rotation – is it time for global (and Aussie) small caps?

The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?
Gemma Dale | nabtrade
29 July 2024
Created by potrace 1.15, written by Peter Selinger 2001-2017 36 min listen

K2 Asset Management’s George Boubouras joins the podcast to discuss:

  • how today’s megacap tech winners differ from those of the tech bubble
  • why not all small caps will win in the great rotation
  • why the outlook for interest rates matters for the large and small end of your portfolio, and
  • which sectors offer the most potential in this environment.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.