Are your clients missing out on Australia’s next big success story?

With the resources boom fading and a “lower for longer” market, a new wave of growth is emerging. An ageing population and demand for renewable energy are just some of the trends creating opportunity for a new age of entrepreneurs to build our next big success stories.

Joel Fleming, UBS Microcap Portfolio Manager, shares how he’s working to uncover the next Tesla, Facebook or Snapchat success story, right here in Australia. Hear his outlook for microcap investing and discover how your clients can be a part of it.

 

Why microcaps could change the face of Australia

With established industries facing real challenge, and tech, health and infrastructure spending changing the face of Australian industry, it could be in the microcap space that we see the next huge success stories.

In this video, we learn from Joel why it’s the microcap sector that could change the face of Australia and in the process, deliver huge opportunity to create real value for investors.

 

 

Understanding the megatrends creating microcap success

Australia is in the midst of a series of megatrends that are creating real opportunity for the next generation of small business. An ageing population, the hunt for renewable energy and the push to driverless cars are all huge, disruptive structural changes from which select microcaps are seeing real success.

In this video we learn from Joel what macro shifts are creating those changes, and where the investment success stories can be found for your clients.

 

 

Want to learn more about how you can use microcaps in your clients’ portfolios? Click here to visit our training centre and hear Joel reveal how UBS Asset Management goes about building a microcap portfolio. Joel’s full microcap market update is worth 0.5 CPD hours.

View UBS’ disclaimer here.

The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.

The opinions, advice, or views expressed in this content are those of the author or the presenter alone and do not represent the opinions, advice or views of No More Practice Education Pty Ltd. Our contents are prepared by our own staff and third parties who are responsible for their own contents. Any advice in this content is general advice only without reference to your financial objectives, situation or needs. You should consider any general advice considering these matters and relevant product disclosure statements. You should also obtain your own independent advice before making financial decisions. Please also refer to our FSG available here: http://www.nmpeducation.com.au/financial-services-guide/.

The risk and return trade-off

If you think that owning shares in each of the four big banks represents diversification and reduces the amount of investment risk in your portfolio, think again.

Avoiding concentration risk

Australian investors tend to be exposed to assets that all respond in a similiar way to the same economic influences. Charlie Lanchester of BlackRock says successful investing relies on diversification, and not falling victim to this often unintended “concentration risk”.