Show Notes
With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like there is nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small cap Australian shares. First they define small caps and the typical profile of the companies on the ASX that are part of that sector. Then they review some common misconceptions, and explore the benefits and challenges of investing in small caps.
Even though the sector has underperformed over the last 12 months, Simon explains that considering a longer term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio and presents a case study on two of their most successful stocks. See omnystudio.com/listener for privacy information.
More from The Ideas Exchange
Can investors pursue financial returns while supporting positive environmental and social outcomes? Jonathon Costello from Janus Henderson Investors explains why sustainable investing must go beyond labels by combining strong credit fundamentals, disciplined risk management and measurable outcomes. Discover the warning signs of greenwashing and the sustainability factors investors may be overlooking.
Markets are constantly competing for investors' attention, from AI and interest rates to geopolitical events and market headlines. In this episode, Subash Pillai from Franklin Templeton explores why emotions can influence investment decisions, the behavioural traps investors often face, and how a systematic approach may help investors stay focused on their long-term goals.
ETFs have transformed the way Australians invest. In this special anniversary episode, Tim Bradbury, Head of Intermediary Client Coverage Group, Australia at State Street Investment Management shares insights from the industry's early days, discusses how investors are using ETFs today, and examines the trends shaping the future of portfolio construction and investment access.
Interest rates are back in focus, creating new opportunities for income-seeking investors. In this episode of Ideas Exchange, Betashares’ Head of Fixed Income, Chamath De Silva, discuss why rates may stay higher for longer, the growing appeal of fixed income, and how proposed changes to capital gains tax could impact the investment landscape for Australian investors.
Why are so many Australians still sitting on the sidelines when it comes to investing? In this episode of Ideas Exchange, Jan-Carl Plagge, Head of Investment Strategy Group,APAC, at Vanguard, unpacks new research into what’s holding people back — from confidence and knowledge gaps to common misconceptions about how much money you actually need to get started. We also explore the role of financial literacy, advice and access in boosting participation, and why these shifts matter for long-term financial outcomes.