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Our Head of Australian Equities, David Poppenbeek recently put together a short note for clients outlining the relationship between bond prices and equity...

Mark Newman

K2 Asset Management

Our Head of Australian Equities, David Poppenbeek recently put together a short note for clients outlining the relationship between bond prices and equity prices and how equity markets have reacted in the past to an inflationary interest rate environment - one in which we will likely find ourselves in over the next couple of years. Please click on the following link : (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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