AI Summary
Arjun Raghavan, CEO of Partners Capital, discusses the importance of diversification in investment portfolios, particularly in the context of AI-driven returns. He highlights potential opportunities in life sciences, corporate governance reform in Korea, and distressed credit markets.
- Arjun Raghavan emphasizes the risks of portfolio concentration due to AI-driven returns.
- He advocates for diversification that goes beyond asset classes to focus on underlying return drivers.
- Raghavan identifies investment opportunities in life sciences, corporate governance reform in Korea, and distressed credit.
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