21 March 2011 14:00
With utilities, his observation is to “invest in the service providers rather than the utilities themselves because they’re having to spend on equipment and infrastructure. And, with telecoms, while we’re not negative on these, there’s less opportunities in the market.”
Turner has 10 clients in Australia including: HESTA, Australian Government Employees Super Trust, Telstra Super, Vision Super, and funds manager Victorian Funds Management Corporation.
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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