Why this fundie is betting big on Macquarie Group
K2’s George Boubouras is not worried about the recent market turmoil or the US economy, instead he’s betting on mid-caps and Australia’s biggest investment bank.
K2 Asset Management’s George Boubouras isn’t panicking about last week’s market rout that erased billions of dollars in market value.
Instead, the Melbourne-based firm’s head of research is focusing on areas of the market – such as mid-cap stocks in healthcare, transport and consumer-related sectors – that are all set to benefit from central banks cutting rates.
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