Across K2 International's 'key areas of interest' the most controversial of our areas is the concept of 'reflation'

Mark Newman

K2 Asset Management

Across K2 International's 'key areas of interest' the most controversial of our areas is the concept of 'reflation'. Post the GFC, the trend towards rising asset prices has taken on a more structural element as a result of the various policies introduced in the US and elsewhere to boost aggregate demand and curb deflation. Please follow this link to read how the K2 International fund can benefit from this structural change. (VIEW LINK)


Mark Newman
Joint Chief Investment Officer
K2 Asset Management

Mark is a Co-Founder and Executive Director of K2 Asset Management. He is also the Joint-CIO for the K2 investment funds and focuses on the portfolio management of the Asian equity strategy.

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