Chanticleer
Fundies name ‘fallen angel’ stock picks
On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them.
A few nights ago, Geoff Wilson, the founder of Wilson Asset Management (and new convert to X), hosted dinner with a group of fund managers who donate their services to the philanthropically focused Future Generation.
One topic dominated conversation: why haven’t growing concerns dented the stunning rally that’s been running since November 2023?
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