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Market Wraps
axiom international fund
Latest news and analysis on axiom international fund
Equities
January 31, 2025 10:01
Should investors worry about tariffs?
The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...
Tim Richardson
Pengana Capital Group.
January 31, 2025 10:01
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October 10, 2024 11:14
Why has corporate earnings growth become so concentrated?
Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...
Tim Richardson
Pengana Capital Group.
October 10, 2024 11:14
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June 07, 2024 11:23
How can global investors benefit from demographic change?
Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age. This is bringing shifts in the...
Tim Richardson
Pengana Capital Group.
June 07, 2024 11:23
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April 08, 2024 08:13
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted more rapidly than...
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Pengana Capital Group.
April 08, 2024 08:13
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