Leading global investors expect inflation and interest rates to remain high well into next year and are bracing for more volatile sharemarkets where easy returns will be hard to find.
Top fund managers, company founders and superannuation funds told the Sohn Hearts & Minds event at the Sydney Opera House on Friday that they were looking beyond big name, overpriced Wall Street stocks that would struggle to deliver growth.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
Jemima Whyte writes on business, specialising in companies, capital markets and innovation. Jemima has reported on business for The Australian Financial Review for more than 13 years. Email Jemima at jemima.whyte@afr.com
