Mettez-vous hors ligne avec l'application Player FM !
No bears here: Why these 12 fund managers are running with the bulls in 2024
Manage episode 394193216 series 2656707
They say you should never run from a bear. And, strangely, nothing typifies this like investors' response to the macroeconomic hazards, rising geopolitical tensions, and the myriad of other risks that continue to face the market.
Worried that your portfolio will continue to falter as the Magnificent Seven soar even higher? Fear not, my friend. The experts tip that this should broaden out to a wider rally in more sectors and stocks.
Sick of small and microcap's continued underperformance? Worry no more, 2024 could see the reversal you have been praying for.
In this video, 12 of Australia's brightest investment minds share why they are not shying away from markets in 2024, including why one market veteran believes that the ASX could be in for double-digit returns over the next decade.
Our featured fund managers include (in order of appearance):
- Chris Stott, 1851 Capital
- Mary Manning, Alphinity Investment Management
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Matthew Kidman, Centennial Asset Management
- Dr Philipp Hofflin, Lazard Asset Management
- Marc Whittaker, IML
- Bob Desmond, Claremont Global
- Emma Fisher, Airlie Funds Management
- Daniel Sullivan, Janus Henderson
- Francyne Mu, Franklin Templeton
- Matthew Haupt, Wilson Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
349 episodes
Manage episode 394193216 series 2656707
They say you should never run from a bear. And, strangely, nothing typifies this like investors' response to the macroeconomic hazards, rising geopolitical tensions, and the myriad of other risks that continue to face the market.
Worried that your portfolio will continue to falter as the Magnificent Seven soar even higher? Fear not, my friend. The experts tip that this should broaden out to a wider rally in more sectors and stocks.
Sick of small and microcap's continued underperformance? Worry no more, 2024 could see the reversal you have been praying for.
In this video, 12 of Australia's brightest investment minds share why they are not shying away from markets in 2024, including why one market veteran believes that the ASX could be in for double-digit returns over the next decade.
Our featured fund managers include (in order of appearance):
- Chris Stott, 1851 Capital
- Mary Manning, Alphinity Investment Management
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Matthew Kidman, Centennial Asset Management
- Dr Philipp Hofflin, Lazard Asset Management
- Marc Whittaker, IML
- Bob Desmond, Claremont Global
- Emma Fisher, Airlie Funds Management
- Daniel Sullivan, Janus Henderson
- Francyne Mu, Franklin Templeton
- Matthew Haupt, Wilson Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
349 episodes
Semua episode
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.