In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Jason Brady, chief executive and president of Thornburg Investment Management, about a range of topics including dividends, bond yields and creating robust income in retirement.
Australian allocators revisit China as AI race heats up
Top Australian allocators have conceded it is time to rethink the underweight positions to China which have characterised their portfolios, as the Asian superpower’s intensifying AI race with the US creates attractive opportunities.
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