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Government bond exposure at 39%
Morale high despite personnel changes
‘Do not want it to overwhelm my fund’
PE exits increase
Will start post-AGM
'Comparable to dot com bubble'
11-1 voted for the September cut
Taking advantage of structural change
Long-term bonds 'under pressure'
Catering to the 'full spectrum' of clients
09 October 2025
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2 min read
