It’s an unusual time for markets. Just when it looked like we could pop the champagne, September swiftly put it back on ice as “Australia’s slowest recession” continues to plod all the way to the bottom. However, for active fund managers like James Abela, these dislocations are where they find the unloved darlings.
This month James jumps headfirst into the whiplash of Aussie small caps, what stock her considers to be an unloved darling and his pick for what he thinks investors should really be considering in this environment.
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This episode was recorded 3 October 2023. Read our full disclaimer.