4 April 2011 14:00
“But we always wondered if we could apply some of the ideas of industrial economics to investment management,” Bowers said.
Some decades later, instead of stepping down from full-time work and playing golf instead, they are co-founders of a funds management venture whose investment thesis is based on this academic field.
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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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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