Taking cues from the listed market, investors could buy direct property during troughs in the performance of listed property, and sell direct assets during its peaks in an arbitrage strategy, Crowe wrote.
1 August 2008 00:00
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Investments
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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