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Macro

Howard Marks: The end of globalisation

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...

Matt Buchanan

Matt Buchanan

Macro

Tim Toohey: How Ukraine war will affect stocks, bonds and commodities

Tim Toohey, head of macro and strategy at Yarra Capital Management, sat down with our own Patrick Poke this week to discuss all things macro. The first 20 minutes of...

Glenn Freeman

Glenn Freeman

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Education

An investment that will pay dividends for decades, if not centuries

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Equities

There's only 25 businesses in the world that can generate returns of 10% p.a. today. Here are some of them

Ally Selby,

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Equities

Fixed income versus equities: the fight is back on

Sara Allen,

Livewire Markets

Education

4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)

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