26 October 2009 13:00
“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.
HIP takes on new alpha extension manager
Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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