Aussie Small Caps & Market Insights with Matt Griffin

Aussie Small Caps & Market Insights with Matt Griffin Welcome to Pizz-Spectives! In this episode, Rob sits down with Matt Griffin from Maple Brown Abbott's Small Caps team. They dive into Australian small caps, market performance, and key sectors like aged care, technology, mining services, and more. Matt shares insights on the macroeconomic environment, interest rates, and the impact of geopolitical instability. They also cover M&A trends, the ongoing impact of AI, and detailed stock assessments. Don't miss this deep dive into market dynamics and investment strategies! 00:00 Introduction and Welcome 00:53 Recap of Previous Predictions 01:46 Market Performance and Small Caps Outlook 03:43 Sector Highlights and Stock Picks 04:33 Interest Rates and Market Sentiment 07:41 Consumer Exposure and Portfolio Positioning 15:41 Gold Sector Insights 20:14 Technology and AI Investments 22:34 Mergers, Acquisitions, and IPOs 24:38 Upcoming Reporting Season and Economic Outlook 28:35 Conclusion and Contact Information This information is prepared and issued by Maple-Brown Abbott Limited ABN 73 001 208 564, AFSL 237296 (‘MBA’) as the Responsible Entity of the MBA Australian Small Companies Fund (ARSN 658 552 688) (‘Fund’). This information contains general information only, and does not take into account your investment objectives, financial situation or specific needs. Before making any investment decision, you should seek independent financial advice. This document does not constitute an offer or solicitation by anyone in any jurisdiction. Past performance is not a reliable indicator of future performance. Neither MBA, nor any of its related parties, directors or employees, make any representation or give any guarantee as to the return of capital, performance, any specific rate of return, or the taxation consequences of, any investment.   Any views expressed on individual stocks or other investments, or any forecasts or estimates, are not a recommendation to buy, sell or hold, they are point in time views and may be based on certain assumptions and qualifications not set out in part or in full in this document. These individual stocks referred to may or may not be currently held by the Fund. Information derived from sources is believed to be accurate, however such information has not been independently verified and may be subject to assumptions and qualifications not described in this document. To the extent permitted by law, neither MBA, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of this information, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on this information. Before making a decision whether to acquire, or to continue to hold an investment in the Fund, investors should obtain and consider the current PDS and Target Market Determination (TMD) or any other relevant disclosure document. For the Fund, the PDS, AIB and TMD are available at maple-brownabbott.com/document-library or by calling 1300 097 995. This information is current as of 23 July 2025 and is subject to change at any time without notice. © 2025 Maple-Brown Abbott Limited​.