Aug 3, 2026 – 5.00amGiven that war is still raging in the Middle East, interest rates are high, and consumers remain under pressure, investors could be forgiven for wanting to steer clear of Australia’s smallest companies.These businesses – think technology start-ups or gold explorers – typically struggle during periods of higher borrowing costs because of their heavier reliance on floating-rate debt, which can reduce profit margins and curb their ability to fund growth.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
This small-cap fund has made 20pc a year – here are its next bets
Seneca’s Luke Laretive has won out by picking up cheap software stocks this year. Now he has his eye on some takeover targets.
Australian small-cap fund delivered 20% annuals amid high rates and geopolitical turmoil, focusing on tech startups and explorers. For tech managers: floating-rate debt pressure on small-caps signals acquisition alpha opportunities and cost-of-capital timing windows.






