Increases in market inefficiencies driven by the rising prominence of passively invested capital and historically low sell side coverage has created opportunities to invest in three themes, according to Yarra Capital Management.
Prime Minister Scott Morrison says he plans to reintroduce foreign skilled labour this year and the nation must fix supply chain port blockages, which business complains is increasing cost pressures.
Company warnings about rising prices have unnerved investors and underscore the challenge posed by inflation, leaving fund managers wondering whether margins have peaked.