“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
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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