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.
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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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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