Smallcap investors can anticipate a more constructive 2026. Expectations have reset after a challenging 2025. The focus will shift to selecting individual stocks with strong fundamentals. Companies demonstrating balance-sheet discipline and quality-led growth will lead the way. This selective approach is key for navigating the smallcap segment. Long-term investors can find attractive opportunities.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,