GQG Partners

Fund manager GQG is paying the price for its contrarian bet against the AI boom, as analysts split on whether the rally fades, morphs or powers on.

Oaktree's Howard Marks says that despite its current turmoil, America is still the best place to deploy capital. Some of his market compatriots are less sure.

"When you're borrowing at 12% to 13% in a good economy, that cannot be high quality credit", the global equity manager told retail investors.

Rajiv Jain has become the 'stockpicker's stockpicker' on the ASX. And his supporters are keeping the faith, despite a big setback for a key portflolio holding.