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Market Wraps
active investing
Latest news and analysis on active investing
Equities
May 04, 2022 13:37
10 years gone, 20 years to go
The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...
Mugunthan Siva
India Avenue
May 04, 2022 13:37
Macro
April 21, 2022 14:02
Inflation: an investor’s friend and foe
The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...
Sebastian Evans
NAOS
April 21, 2022 14:02
Investment Theme
April 13, 2022 12:00
Food - An essential human need. Is it a necessity in your portfolio?
Food. It is one of the fundamental human needs, yet in developed economies we often disregard the complexities when it comes to food security. But in today’s age,...
FOOD
Betashares GLB Agriculture Comp Currency HDGD ETF
ASX:FOOD
Followed by
30
people
FOOD
Betashares GLB Agriculture Comp Currency HDGD ETF
ASX:FOOD
Followed by
30
people
George Wong
Kauri Asset Management
April 13, 2022 12:00
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Equities
April 01, 2022 11:56
CSL M&A: History repeating
CSL has form in creating a sustainable competitive advantage by combining product portfolios, manufacturing and distribution to drive significant shareholder value....
CSL
CSL Ltd
ASX:CSL
Followed by
1580
people
CSL
CSL Ltd
ASX:CSL
Followed by
1580
people
Sam Byrnes
ECP Asset Management
April 01, 2022 11:56
Equities
March 18, 2022 13:55
Where T. Rowe price sees "dislocations and opportunities" amid global turmoil
Click here to watch Sam Ruiz's Global Equity Markets Update For global equities in February, it was really the market focused initially on the continued theme of...
Sam Ruiz
T. Rowe Price
March 18, 2022 13:55
Education
February 04, 2022 14:02
Time to change your mindset: Prepare for a 5pc cash rate
The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...
Anthony Murphy
Lucerne Funds Pty Ltd
February 04, 2022 14:02
Macro
February 04, 2022 09:15
Why this market downturn is a great time to invest
After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors. And it wasn’t just profitless tech stocks that took a...
Roger Montgomery
Montgomery Investment Management
February 04, 2022 09:15
Equities
February 01, 2022 10:40
The upcoming earnings season – like drinking from a fire hose
Despite the best attempts of forecasters, it's impossible to accurately predict how the market will respond to a company’s earnings. However, Spatium Capital's...
Nicholas Quinn
Spatium Capital
February 01, 2022 10:40
Success and More Interesting Stuff
January 20, 2022 11:00
Jun Bei Liu's extraordinary
journey
Having taken over the reins of Tribeca's long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...
Matthew Kidman
Centennial Asset Management
January 20, 2022 11:00
Asset Allocation
January 07, 2022 16:48
Four ways to massively improve performance in 2022
Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...
Jerome Lander
WealthLander
January 07, 2022 16:48
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