Australia's $25B Fund Says Ignore Trade War, Load Up on Tech Stocks

The video discusses a 12.5% return on investment, driven by a long-term strategy focusing on unlisted assets and active management. It explores the decision to increase global equities allocation despite market volatility, emphasizing opportunities in developed markets and technology. The discussion includes asset pricing, private equity, and the strategic shift from Australian to global equities, highlighting the need to diversify and leverage global opportunities.

What was the percent return delivered to the members after fees and taxes?

What factors contributed to the outperformance mentioned in the text?

How does the speaker view the impact of trade wars on market volatility?

What is the speaker's strategy regarding the allocation of equities?

What is the speaker's perspective on technology investments in the current market?

What are the implications of increasing asset prices for investors according to the speaker?

How does the speaker justify the shift from Australian equities to international equities?