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Latest news and analysis on Longform

Is Donald Trump’s honeymoon with investors over?

Shane Oliver
AMP

High PE stocks – should we avoid them?

FMG
OFX
+1
James Gerrish
Market Partners

Earnings unlikely to be as strong as expected

BXB
CSL
Bennelong Australian Equity Partners
Bennelong Australian Equity Partners
A Bennelong boutique

Continuing strength in Australian house prices

Shane Oliver
AMP

Leashing the Red Dragon: Chinese Investment in Australian Real Estate

Costa Argyrou
Costa Argyrou
Trident Real Estate Captial

January Market Commentary: A Quiet Start to an Interesting Year

Jonathan Rochford
Narrow Road Capital

Our First 2017 Anti-forecasts

Chad Slater
Chad Slater
Ellerston Capital

The Trump Effect: What Really Drives Markets?

Romano Sala Tenna
Katana Asset Management

Is iron ore above sustainable levels?

Benjamin Goodwin
Merlon Capital
Collections

Lessons from 2016’s best and worst performers

The lists of the best performing and worst performing stocks in the ASX200 during 2016 told a dramatic narrative of a reversal of fortunes between growth stocks and...
BHP
RIO
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Livewire Markets
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