Funds manager seeks Melbourne-based insto BDM

Westfield is more than half the Australian REIT market.

“So investors are saying ‘I’ll just take a global portfolio and remove my Australian REIT exposure and get it through a global product’, hence why we’ve changed the benchmark so it’s inclusive of

Australia.”

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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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