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Market Wraps
secular stagnation
Latest news and analysis on secular stagnation
Asset Allocation
April 12, 2019 11:52
Stay long grifters, influencers and lobbyists
There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and...
Damien Klassen
Nucleus Wealth
April 12, 2019 11:52
February 27, 2017 21:37
Gerard Minack’s Global Recession thesis is playing out (sort of)
As the headlines in the image below suggest, Gerard Minack has developed a reputation for his bearish views. So to hear that he has turned bullish on the outlook for...
James Marlay
Livewire Markets
February 27, 2017 21:37
June 23, 2016 09:15
Secular Stagnation - what is it and what does it mean for asset markets?
Justin Braitling
Watermark Funds Management
June 23, 2016 09:15
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April 15, 2015 10:32
The Value of the Intangible
First Sentier Investors
First Sentier Investors
April 15, 2015 10:32
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