Small caps have had an ordinary couple of years. Is 2024 the year things turn around?

Tobias Yao, Portfolio Manager at Wilson Asset Management, talks to Sean Aylmer about the next 12 months for small caps, and picks a couple of stocks he's watching.

This is general information only. You should seek professional advice before making investment decisions.

Small caps have had an ordinary couple of years. Is 2024 the year things turn around? Tobias Yao, Portfolio Manager at <a href="https://www.google.com/url?q=https://wilsonassetmanagement.com.au/&amp;sa=D&amp;source=calendar&amp;ust=1706267033016689&amp;usg=AOvVaw39Dd9D9tqJ5GMVjUqW02ge">Wilson Asset Management</a>, talks to Sean Aylmer about the next 12 months for small caps, and picks a couple of stocks he's watching. This is general information only. You should seek professional advice before making investment decisions.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

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Business journalist Sean Aylmer talks to leaders about all things business in the Fear and Greed daily interview. 

Business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> talks to leaders about all things business in the <a href="https://fearandgreed.com.au/">Fear and Greed</a> daily interview.

Business journalist Sean Aylmer talks to leaders about all things business in Fear and Greed Interviews.

Fear and Greed Interviews

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Interview: Is 2024 the year for small caps?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/a5ab0f0b-0a18-445f-9799-b0fe00b6014a/transcript

Thursday 3 September 2026

Economic growth holds up better than expected, putting pressure on the RBA to hike rates. 
Telstra confirms the cause of its major network outage
Competition in the mortgage market sees a billion dollars of loans switching lenders every day
The UN warns the world is set to exceed its global warming targets
Why a rule about standing up could be killing London’s pubs

 

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And don’t miss the latest episode of How Do They Afford That?- twelve months to financial freedom. Get the episode from Apple, Spotify or anywhere you listen to podcasts.

Thursday 3 September 2026
Economic growth holds up better than expected, putting pressure on the RBA to hike rates.&nbsp;
<ul>
<li aria-level="1">Telstra confirms the cause of its major network outage</li>
<li aria-level="1">Competition in the mortgage market sees a billion dollars of loans switching lenders every day</li>
<li aria-level="1">The UN warns the world is set to exceed its global warming targets</li>
<li aria-level="1">Why a rule about standing up could be killing London&rsquo;s pubs</li>
</ul>
&nbsp;
Hit follow on the podcast so you don&rsquo;t miss the latest news, and join our free <a href="https://fearandgreed.com.au/newsletter-signup">daily newsletter here</a>.&nbsp;
&nbsp;
And don&rsquo;t miss the latest episode of <a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/">How Do They Afford That?</a> - twelve months to financial freedom. Get the episode from <a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235">Apple</a>, <a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14">Spotify</a> or anywhere you listen to podcasts.

GDP lifts rate hike odds; Telstra reveals outage failures; world to miss climate target

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/37e241d2-b6b6-4a9e-a4a3-b4b900c76fde/transcript

The Australian economy is holding up better than expected. GDP grew 2.1 per cent over the year to June, consumer spending remains resilient and households are still managing to save - despite three interest rate rises and stubborn inflation.

Michael Thompson speaks with AMP Deputy Chief Economist Diana Mousina about what the latest GDP numbers tell us about Australian households, whether economic growth and sticky inflation have increased the risk of another interest rate rise in September, and why the surge in global bond yields matters.

The Australian economy is holding up better than expected. GDP grew 2.1 per cent over the year to June, consumer spending remains resilient and households are still managing to save - despite three interest rate rises and stubborn inflation. Michael Thompson speaks with AMP Deputy Chief Economist Diana Mousina about what the latest GDP numbers tell us about Australian households,&nbsp;whether economic growth and sticky inflation have increased the risk of another interest rate rise in September, and why the surge in global bond yields matters.

Q+A: Why another rate hike is now a very real risk

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/23758015-d590-46ae-8dc0-b4b900c76d7d/transcript

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.


ASX drops 1pc


Climate event struggles for leaders


Bathla gets another 24 hours


Warning over Sydney Airport safety


US and China clash at G20

Join our free daily newsletter here.

This is the <a href="https://fearandgreed.com.au/">Fear &amp; Greed</a> Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.
<ol>
<li aria-level="1">
ASX drops 1pc
</li>
<li aria-level="1">
Climate event struggles for leaders
</li>
<li aria-level="1">
Bathla gets another 24 hours
</li>
<li aria-level="1">
Warning over Sydney Airport safety
</li>
<li aria-level="1">
US and China clash at G20
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX drops 1pc as oil, bond yields surge

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e5a57c5b-c9c9-4b01-851e-b4b90073c269/transcript

Interview: Is 2024 the year for small caps?

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