2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that. 

These problems remain with us still, but they've been largely priced into markets. 

So how do you parse the noise from the themes that matter?  

As part of our 2023 Outlook Series, we asked 15 fundies to describe the investment themes they're keeping an eye on. 

Guest order in this podcast: 

Mary Manning, Alphinity Investment Management

Dion Hershan, Yarra Capital Management

Jun Bei Liu, Tribeca Investment Partners

Marcus Padley, Marcus Today

Ben Clark, TMS Capital

Nick Griffin, Munro Partners

Andrew Clifford, Platinum Asset Management

Catherine Allfrey, Wavestone Capital

Michael Goldberg, Collins St Value Fund

Matthew Kidman, Centennial Asset Management 

Nick Sladen, LSN Capital Partners

Anthony Aboud, Perpetual Asset Management

Robert Gregory, Glenmore Asset Management

Romano Sala Tenna, Katana Asset Management

Oscar Oberg, Wilson Asset Management 

Note: We would like to thank the fund managers for sharing their insights ahead of 2023 in the spirit of the Outlook Series. This article is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own.

This vision was filmed on the 6th of December 2022. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/15-problems-that-are-puzzling-fundies-right-now