Small caps are back and beating the big end of town. Can the rally last, or will momentum fade as we roll into 2026? James Nguyen (Portfolio Manager, Small Caps) sits down with Livewire Markets to share which sectors and themes still look compelling in small-cap land and outline the stock he is most excited about today.
In this episode of Buy Hold Sell, Tyndall AM’s James Nguyen sits down with Wilson Asset Management and Christopher Conway (Livewire Markets) to unpack the recent surge in small-cap stocks.
With market momentum building, James shares his perspective on what’s driving the rally—and whether it’s built to last—while highlighting several ASX-listed small caps he’s favouring for the period ahead.
Recorded 7 November 2025.
