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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.

Cecile Lefort
Cecile LefortMarkets reporter

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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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Cecile Lefort is a markets reporter based in the Sydney newsroom. Email Cecile at cecile.lefort@afr.com

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    Original URL: https://www.afr.com/markets/equity-markets/why-this-fundie-is-betting-big-on-macquarie-group-20240801-p5jyjk