Sinclair Currie shares his outlook on small caps and the impact on markets from increased fiscal spending.
Alex Milton provides an update on the NovaPort Microcap Fund.
Alex Milton provides an update on the NovaPort Smaller Companies Fund.
Sinclair Currie discusses whether renewed appetite for large scale government spending will disrupt long-entrenched dynamics in the market.
Sinclair Currie discusses small cap investing in 2019, provides a recap of winners and losers throughout the year and shares his market outlook for 2020.
This case study examines the outcomes of investing in one of the more volatile, popular stocks in the smaller company benchmark, and compare it to a company with a very low level of volatility.
Finding and investing in an emerging Australian success story is exciting. However, the high growth expectation of smaller companies also comes with increased risk of capital loss.
The word ‘narrative’ is being used more frequently in market and investment commentary, and reflects an environment of uncertainty.
The market has closely followed and quickly reacted to news about the trade negotiations between the USA and China.