James Burkitt, ex-Babcock exec, PIS unite in property tilt

Burkitt said that should Taemas Bridge ultimately miss out on buying the management rights to Orchard, there were many other Australian property groups in similarly dire situations that would benefit from recapitalisation and a fresh investment approach.

 

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Super funds grapple with hidden AI cross-exposures as boom runs on 

As super funds work to understand their total portfolio exposure to the artificial intelligence thematic, a complex picture of hidden betas and “attachment points” is gradually emerging. They also need to figure out how to play the same thematic in the “tricky” China market.

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