1 June 2009 13:00
“I’m not sure exactly where the demand will come from for inflation-linked securities,” he said.
However the head of PIMCO Australia, John Wilson, predicted there would “always be a buyer” for Treasury-issued linkers as investors adopted a more risk-averse mindset.
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As super funds work to understand their total portfolio exposure to the artificial intelligence thematic, a complex picture of hidden betas and “attachment points” is gradually emerging. They also need to figure out how to play the same thematic in the “tricky” China market.
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