“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
The Future Fund delivered a 14.8 per cent one-year return to June 30, 2026, attributing the return to a combination of exposure to commodities, geographic diversification, an increased focus on active management and low exposure to bonds. Newly minted chief investment officer Richard Brandweiner also highlighted strong performance in emerging markets.
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