Commonwealth Super's investment picks to weather volatility
In a period of heightened macroeconomic uncertainty, CSC has decided to keep focus on relative value in decarbonisation, energy security, and digital infrastructure.
From the pandemic outbreak in 2020 to the cyclical recovery and slowing growth of 2021-22, to higher interest rates, higher inflation and recessionary concerns going forward, portfolio-management agility continues to be critical according to Alison Tarditi, CIO of the Commonwealth Super Corporation (CSC).
“I have a lot of respect for the difference between risk and genuine uncertainty,” Tarditi told AsianInvestor.
“We often think about investment risk in statistical terms, …
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