21 March 2011 14:00
The end of February marked two years from the when the markets bottomed in the wake of the GFC, and Australian and international share markets are still more than 20 per cent off their peaks, according to Chant West, and listed property markets are still even further back.
“So funds still face an uphill battle to get back to their pre-GFC levels – even those that are well diversified into unlisted assets,” said Chant.
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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