“It will be generally strengthening what we do and, conceivably, we will have more specialist members of the team. But it will always remain an outsourcing model, and we will maintain the strength that it has, which is based around having a number of generalist skills in the team.”
Investments
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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