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Market Wraps
global macro
Latest news and analysis on global macro
Education
March 21, 2023 09:42
The three key elements for ETF holders when markets become skittish
The failure of SVB is a wake-up call for investors. So what should holders of ETFs be focused on when markets become volatile?
Arian Neiron
VanEck
March 21, 2023 09:42
Macro
March 17, 2023 02:21
Not just your regular bank failure?
Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...
Janu Chan
Bitesized Economics
March 17, 2023 02:21
Macro
March 08, 2023 21:41
Reading between the lines of China’s economic growth target
Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
March 08, 2023 21:41
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Investment Theme
March 03, 2023 13:55
Why Cullen Roche believes in this new way to build investment portfolios
The tragic loss of a much-loved pet highlights the drivers of this approach that flips asset allocation on its head
Glenn Freeman
Livewire Markets
March 03, 2023 13:55
Macro
February 27, 2023 14:39
Confused about what will happen with US inflation?
Oh inflation. For so long, you lay dormant, so much so that policymakers were complaining that there wasn’t enough of it. Last month has seen renewed concerns with...
Janu Chan
Bitesized Economics
February 27, 2023 14:39
Macro
February 13, 2023 14:31
Down, but definitely not out
Henry McVey provides an update to his "Keeping It Simple" mantra for 2023.
Henry McVey
KKR Australia
February 13, 2023 14:31
Macro
February 09, 2023 15:51
Investment opportunity exists despite a likely tough year
ahead
We're less convinced of a soft landing for global markets but expect this year will be better than the last, with some big bright spots.
Leon de Wet
Elston Asset Management
February 09, 2023 15:51
Equities
February 07, 2023 09:16
Europe has surprised everyone
Bearish forecasts for the European economy - and equity market - haven't come to pass
Anthony Doyle
Firetrail Investments
February 07, 2023 09:16
Education
January 24, 2023 06:30
A 2023 macroeconomic outlook
While the outlook for 2023 remains uncertain, some green shoots have recently emerged.
Sarah Shaw
4D Infrastructure
January 24, 2023 06:30
Outlook Series
January 12, 2023 14:00
The top macro indicators to watch in
2023
Nine of Australia's finest fund managers share the big-picture themes and data points they are watching as the new calendar year begins.
Buy Hold Sell
Livewire Markets
January 12, 2023 14:00
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