“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.
Investments
Ian Patrick, chief investment officer of the $370 billion Australian Retirement Trust, says that integrated balance sheet management will “beyond a shadow of a doubt” become a more prominent feature in the superannuation industry as funds grapple with the compounding effects of their growing size, systemic importance and the liquidity needs of servicing a larger cohort of retirees.
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