“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.
29 February 2012 14:10
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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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