“I don’t think we’re going to go back to the go-go days of the 90s for the rest of my investing career,” he says.
“I don’t think we’re going to go back to the go-go days of the 90s for the rest of my investing career,” he says.
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The outgoing chief investment officer of AustralianSuper Mark Delaney said one of the biggest regrets he will have as he leaves the $410 billion fund is not going overweight on the AI and digital thematic in public markets sooner, as the nation’s most powerful allocator reflects on the investment case of the technology sector in the superannuation summit in New York last week.
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