Your Wealth

The great rotation – is it time for global (and Aussie) small caps?


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The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?

K2 Asset Management’s George Boubouras joins the podcast to discuss:

  • how today’s megacap tech winners differ from those of the tech bubble
  • why not all small caps will win in the great rotation
  • why the outlook for interest rates matters for the large and small end of your portfolio, and
  • which sectors offer the most potential in this environment.
  • You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

    If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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