HIP takes on new alpha extension manager

“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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The AI boom has left super funds with nowhere to run

Whenever super fund CIOs are asked what they’re doing about AI risk, “diversifying” is always the answer. But as cross-portfolio exposures to the thematic grow and grow, that answer is no longer good enough.

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