Business:Investing
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.
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