In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Rob Pruguel, principal consultant at Callidum Investment Research, about vulnerability as we restart the global economy, consolidation with superannuation and how bigger isn’t always better.
Why active management matters in emerging markets
The emerging markets are a great way to access the AI thematic without buying into expensive US large caps, but their nuances demand local active management if investors want to unlock their rewards.
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