Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management, talks to Forbes Australia about the changing credit market, the debt cycle and the lessons we have learned from previous economic downturns. She says, first and foremost, we have been here before. Now it’s time for companies to hold on tight and ride out the cycle.
In this rapidly changing world, what are the new fundamentals for you as an investor?
It’s not that we focus on new fundamentals; the old fundamentals are beginning to matter again.
