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 LefortMarkets reporter
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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