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Colonial First State fund managers, Ian Harding, Nick Field, AMP Capital Investors, Abbey Cook, Vichingo Global Investors, analysts, commodity super-cycle, challenger, China, centro, Absolute Return Fund, Wavestone Capital, Australian equity long/short boutique
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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