Mid-caps in the spotlight: The case for a market sweet spot
The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.
The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.
Understanding how macroeconomic changes may affect companies’ earnings profiles is key to Ausbil Investment Management’s top-down approach, which lets the fund manager invest with confidence in uncertain markets by focussing on the things it does know, says CIO Paul Xiradis.