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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Whenever super fund CIOs are asked what they’re doing about AI risk, “diversifying” is always the answer. But as cross-portfolio exposures to the thematic grow and grow, that answer is no longer good enough.
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