“The volatility of the past year has provided a lot of opportunity to add value through fundamental research while the plethora of recapitalisations and placements have given active managers an extra kicker,” he said.
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Australian asset owners are eyeing a more volatile macro backdrop as they try to find their way to the end of the AI story abroad and wrestle with heightened regulatory scrutiny at home.
Lachlan MaddockMarch 25, 2025
