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Market Wraps
economics
Latest news and analysis on economics
Education
June 25, 2022 15:14
Media Worth Consuming – June 2022
Top 5 ArticlesSix things that could drive markets higher amidst the current bearishness. By one measure, Australia’s property prices have just surpassed Japan’s at...
Jonathan Rochford
Narrow Road Capital
June 25, 2022 15:14
Expert Insights
June 07, 2022 09:26
abrdn's Jeremy Lawson: Markets haven't fully priced in recession
risk
Politics and economics are two subjects that go hand in hand. For Jeremy Lawson, head of the research institute and chief economist at abrdn, it forms the backbone of...
Hans Lee
Livewire Markets
June 07, 2022 09:26
Education
May 28, 2022 17:38
Media Worth Consuming – May 2022
Top 5 ArticlesAllianz will repay investors in its collapsed structured alpha funds over $5 billion after having admitted they lied about the modelled performance of...
Jonathan Rochford
Narrow Road Capital
May 28, 2022 17:38
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Macro
May 11, 2022 15:07
It's CPI time: How badly will we catch America's inflation "cold"?
When America sneezes, the world catches a cold - or maybe even, this time, a plague. The US hands down its April inflation numbers tonight and the whole world will...
Hans Lee
Livewire Markets
May 11, 2022 15:07
Asset Allocation
May 05, 2022 15:53
BlackRock's Rick Rieder on the "Category 5 hurricane" coming, and where his team is investing
For those who haven't heard of him, Rick Rieder is BlackRock's chief investment officer of global fixed income, head of the global asset allocation team, and chairman...
Hans Lee
Livewire Markets
May 05, 2022 15:53
Macro
May 05, 2022 08:47
"Hi, stagflation": How the professionals trade Federal Reserve rate hikes
The inspiration for the title of this wire is a Forbes article published earlier this week by Brian Domitrovic of The Laffer Center in Texas. In it, Brian declared...
GDX
Vaneck Gold Miners ETF
ASX:GDX
Followed by
76
people
GDX
Vaneck Gold Miners ETF
ASX:GDX
Followed by
76
people
Hans Lee
Livewire Markets
May 05, 2022 08:47
Education
April 30, 2022 18:28
Media Worth Consuming – April 2022
In case you missed it, here is Jonathan Rochford of Narrow Road Capital's famous (and long list) of the most interesting and under-the-radar articles worth reading...
Jonathan Rochford
Narrow Road Capital
April 30, 2022 18:28
Education
March 26, 2022 15:54
Media Worth Consuming – March 2022
My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...
Jonathan Rochford
Narrow Road Capital
March 26, 2022 15:54
Equities
March 22, 2022 08:00
How should investors be positioning within equities?
At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
March 22, 2022 08:00
Macro
March 17, 2022 09:35
How concerned should we be about persistent inflation?
At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
March 17, 2022 09:35
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