@ GrahamDay: agree with most of your post
I think fund managers like MFG are gonna be the ones that get squeezed: from one side by index funds like Vanguard/Blackrock etc, on the other by the alt asset managers/PE shops like Blackstone/Brookfield/KKR. I think the later are going to be able to take advantage of opportunities better than the MFG and friends. I’m quite bearish on Aus listed fund managers overall: I don’t think MFG’s FUM is going to 0 but I think this part of the industry is in perma-decline
Like you, I’ve got a lot of index funds, and a fair bit in alt asset managers, so without shorting MFG I am still taking the opposite side of the listed asset manager bet
@ GrahamDay: agree with most of your postI think fund managers...
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Last
$8.36 |
Change
-0.070(0.83%) |
Mkt cap ! $1.511B | |||
| Open | High | Low | Value | Volume |
| $8.44 | $8.44 | $8.24 | $12.59M | 1.510M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 8816 | $8.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.36 | 1686 | 2 |
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| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| MFG (ASX) Chart |