Three themes for the second half
We think three structural shifts will set the tone for allocation decisions this half.
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Priya Raghavan
Chief Executive, Ashgrove Digital
Analysis, macro context, deep dives, and the occasional argument we expect to lose.
We think three structural shifts will set the tone for allocation decisions this half.
Participants short for very different reasons, and most of them are not directional bets.
A framework for underwriting managers, mandates, and fee structures in a young market.
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