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6 July 2026
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With further RBA rate cuts forecast this year, small caps may be key beneficiaries. There are quality small cap LICs and LITs trading at discounts to net assets, offering opportunities for astute investors.
Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.
Even if you possess godlike skills, you can’t avoid big drawdowns. The lesson for investors is they need to back the long-term track record of their fund manager through the volatility to outperform in their portfolios.
Smaller listed companies tend to fall first and furthest when an economic downturn hits but they recover the strongest. Here are three reasons why small caps may see strong returns after the recovery takes hold.
A high level of spending capacity is left in consumers which will support consumer-related stocks for a longer period than is factored into current share prices. Savers have lots of money sitting in the bank.
Watch the many different forms of corporate activity for clues to the way management is thinking about a company’s future and the ways to finance its growth. This can be especially useful for investing in small cap stocks.
Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.
Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.
New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.
The downfall of the giant and three lessons for investors.