The ASX small caps that lit a fire under Stockhead’s experts this week

Luke Laretive

CEO & Investment Advisor

There’s a broad theme emerging from this week’s experts – defend, defend, defend.

The S&P/ASX 200 Industrials Accumulations Index (ASX:XJIAI) has been notably left in the dust over the past 12 months. As a result, Laretive reckons there are some industrial names going cheap.

“We favour those companies with defensive earnings characteristics, particularly those we believe will benefit from a higher inflation and higher interest rate environment,” Laretive says. “Some of these companies are, by historical standards, trading at exceptionally low valuations…”

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