CSAM chief won’t deny boutique rumours

Aberdeen has already announced its global equities process will take over from the Capital International process, for which CSAM had been retail distributor and currency manager since 1997. The move has inspired Capital International to address Australia more directly, using Singapore-based Mark Speciale to try and convince as many investors as possible to stay with it and not migrate to Aberdeen. Speciale also plans to service institutional clients more directly, with pending implications for the National Capital Alliance joint venture with nabInvest.

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‘Bang, fizzle, pop’: AustralianSuper CIO laments late tilt to AI

The outgoing chief investment officer of AustralianSuper Mark Delaney said one of the biggest regrets he will have as he leaves the $410 billion fund is not going overweight on the AI and digital thematic in public markets sooner, as the nation’s most powerful allocator reflects on the investment case of the technology sector in the superannuation summit in New York last week.

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