Retailers report shrinking margins in reporting season, gold to bounce back

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The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak

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Opportunities in gold producers as well as more M&A activity likely

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The higher gold price has boosted margins for gold miners who likely have further to run, while cost-of-living pressures make retailers more risky investments, according to Phillip Hudak and Matt Griffin,

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Australian small caps at inflection point this reporting season

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Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak

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Is wage inflation being underestimated? Implications for the Australian small cap market

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In recent times, the cost of living in Australia has grown faster than salaries, meaning ‘real’ wages have gone backwards. We believe this is about to reverse as the lagging

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Aussie small caps well-positioned for any economic downturn

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According to Maple-Brown Abbott, Australian small cap companies are well positioned for any downturn given balance sheets are flush with cash and limited debt, the majority of stocks in the

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Recent market weakness a positive for Australian small caps

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Maple-Brown Abbott Australian Small Companies Co-Portfolio Managers Phillip Hudak and Matt Griffin believe the recent market pull-back makes the Australian small-cap sector increasingly attractive for longer-term investors. With further recent

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Some surprises likely for investors in the Australian share market in 2023

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A degree of complacency may see some investors surprised by potential features of the year ahead, including uncertainty around corporate earnings and elevated commodity prices continuing longer than expected, according

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Clear themes behind winners and losers for Australian small caps

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The impact of higher interest rates and the rising cost of living is yet to take full effect on the Australian sharemarket, meaning there is likely to be further downgrades

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Maple-Brown Abbott launches Australian small companies fund managed by Phillip Hudak and Matt Griffin

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Maple-Brown Abbott has launched an Australian small companies fund following the appointment of Phillip Hudak and Matt Griffin to the boutique investment manager in April. The Maple-Brown Abbott Australian Small

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Maple-Brown Abbott lifts out small cap portfolio managers

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Phillip Hudak and Matt Griffin will join Maple-Brown Abbott as co-portfolio managers, Australian Small Companies, at the end of April. They were previously co-portfolio managers of the AMP Capital Australian

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