“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 demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $166 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.
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