A final pocket of light is that Australian super funds are at least saying the right thing: their liabilities are generally very long term, notwithstanding short-term problems due to switching and currency hedges, and this is a great buying opportunity. They will be investing again soon, really. å
01/12/2008
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Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.
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