Roundtable: long lifecycles don’t suit static SAAs

Click on the provided link to read the full version, which is published in the October 2010 edition of the magazine.

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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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