Why the $175 billion man still likes the sharemarket (with UniSuper's John Pearce)
Managing $175 billion for UniSuper would keep anyone on their toes. It also helps to clarify a clear view on every asset class from US shares to private credit. So what does UniSuper's chief investment officer think will happen next?
John Pearce, the chief investment officer at UniSuper joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The outlook for shares
Why a 'back to normal' bond market has an upside
Keeping clear of AI-linked IPOs
The true definition of a 'balanced fund'
See omnystudio.com/listener for privacy information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.