Aaron  Binsted

October was a bruising month for equity markets, with the US market down 5 per cent and the local market down around 6 per cent. After a long period of benign and steadily climbing equity markets, such a sharp deterioration likely came as a shock to many investors. Show More

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Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was being passed around among fund managers and economists showing the massive increase in spend over the coming years. Source: Macromonitor While a combination of stock-specific... Show More

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