Seven downgraded in van Eyk Aus equities review

Boutique newcomer Solaris was expected to have a relatively smooth transition – keeping the entire ex-Suncorp Investment Management team and using the same process. The report said Solaris had experienced analysts acting as sector portfolio managers, nimble and flexible decision making, and intuitive portfolio construction.

Both managers were said to be at the favourable early stage of the fund life-cycle with “numerous competitive strengths”.

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The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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