24 April 2012 15:58
“We don’t want to make predictions about what will happen, but the risks that there will be inflation is a risk that is definitely out there and we want to manage to that,” he says.
infrastructure, forestry, alternatives;, QIC
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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