Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Greg Clark, deputy chief investment officer of Hostplus, on the sidelines of the Milken Global Conference in Los Angeles. They discussed the US-China technology divide, Hostplus’s push into private markets and growth equity, the missing conversations around climate and geopolitics, and what AI-driven productivity could mean for both investment portfolios and society at large.
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Despite the dizzying technological innovations in China and the investment opportunities that come with them, Team Super chief investment officer Seamus Collins says some risks, including weaker investor protection, make him hesitant to allocate large chunks of the portfolio to the world’s second-largest economy.
















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