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

Your Wealth

Content provided by NAB. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

1M ago 39:16

MP3•Episode home

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?

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.

202 episodes

#NAB #Trading #Business