James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 4d ago

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · Why your pay's going backwards, dividends surprise & bond market blues explained · 21 Aug 2026 podcast

And partly because of that performance test, they are mainly flowing funds. voice-verified

Towards the biggest companies on the market. voice-verified

I think that's that's well established and a big trend. voice-verified

Now, I think most, Anthony, of the super funds are looking amongst smaller companies for bargains, but it's just harder for them to put lots of capital to work there. voice-verified

And so, yes, Victoria's right. voice-verified

We are seeing many of these companies beyond the ASX 300 be overlooked. voice-verified

It's not great for dynamism in the economy. voice-verified

We don't want to voice-verified

See small and potentially exciting companies sort of s starved of capital, but I I I'm not entirely sure what the solution is here, other than people like Victoria hunting for for wins in this area. voice-verified

Is there a structural solution here, Anthony? voice-verified

Or is it just up to active investors to say, Hey, this is where the fun can be had, we've got to look here? voice-verified

Yeah. voice-verified

I'm hearing where you're coming from, Anthony. voice-verified

Changing the performance test does involve society as a whole accepting more risk in order for a a better return. voice-verified

And I do wonder when we have the in next inevitable correction on share markets and small and mid cap companies get absolutely smashed, whether we'll say, Oh, hang on, why is my super fund hugely underperformed the ASX two hundred? voice-verified

Now, I agree with you. voice-verified

We should be able to say, Hey voice-verified

You're investing here for thirty years, don't worry about one year or one quarter or whatever it is. voice-verified

But that conversation's not an easy one. voice-verified

So look, there's a review of the performance test going on at the moment. voice-verified

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