Aware Super builds strategy around yuan depreciation and bond sell-off

Australia’s Aware Super aims to add value to its portfolio in the short term by building an internal hedging strategy around the macro themes of China’s economic stimulus and global bond selloff. The A$150 billion ($103 billion) fund expects the Chinese government to announce more measures to stimulate the economy, which has been “weakening so much” lately, said Damian Graham, chief investment officer of Aware Super. Damian Graham, Aware Super Key indicators of econo…