As we gear up for reporting season, mid and small cap universe dynamics are shifting with a significant dispersion between small and mid-cap companies. With less fear  being seen in the market, valuations have expanded on the expectation of earnings growth. But the burning question for investors remains, will companies be able to deliver come August’s reporting?

This month James sheds light on the market's journey from a value-driven rally to the current momentum-focused climate and which sectors he believes are expected to thrive and which ones might face challenges ahead of reporting season.

Got questions for James? Email us at podcastsaustralia@fil.com

This episode was recorded 18 July 2023. Read our full disclaimer.

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