Amid ongoing market uncertainty following a six-month rally, Tribeca Investment Partners anticipates a cautious tone in corporate commentary as firms aim to temper potential earnings disappointments.
Tribeca portfolio manager, Jun Bei Liu, remains optimistic amid forecasts of a soft landing and has outlined three sectors to be potential winners in the year ahead.
Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfolio against the market’s current ‘tunnel vision’.
Irrespective of whether Bain Capital goes ahead with listing Virgin Australia on the ASX this year, its bigger challenge is ensuring effective competition in Australian airlines.