with respect unless your on the investment committee for Australian super it really doesn’t matter to FUM. I’m sure it matters for your clients but not for gqg.
So you’re saying pension funds/ asset managers/ consultants are like ‘ ooo this is a good opportunity to increase our allocation to EM it looks ‘cheap’ on the brink of nuclear war’ mums and dads will understand if we loose more of their life savings betting on Putin’s mental state. I doubt it- hope I am wrong - but I doubt it.
It’s called risk management. Anyways time will tell!
Ann: 2021 Full Year Results - Investor Presentation, page-51
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