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.
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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