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Funds management
Interest rate cycles do not guarantee the doom and gloom of current economic forecasts, according to a boutique fund manager, and markets could see outperformance....
Funds management
Investors should remain cautious about extrapolating short-term cyclical boosts into a presumption of a higher secular trend rate of growth or inflation, according to Wes...
Funds management
Investors need to focus on high returns on capital, strong balance sheets, and robust cashflow while watching out for trade tensions, US labour markets, and technology ec...
Funds management
The global economic growth is expected to edge higher in 2020 while the US/China trade tensions will see a calmer period, according to BlackRock....
Funds management
While earnings results remained strong, US trade tariffs and a strengthening of the US dollar has made the mid-year economic outlook for Asia investments unclear. ...
Funds management
Australia remains a low growth market in a high growth region, according to the consensus from Credit Suisse Asian Investment Conference....
Funds management
The macroeconomic outlook remains benign for infrastructure sector however investors should be aware of technological disruption, according to RARE Infrastructure....
Funds management
Real Asset Management’s 2018 outlook showed global equities were expected to see stronger growth prospects than Australian equities. ...
Funds management
Investors should expect a less rosy outlook for domestic equity markets, according to Bennelong Funds Management....
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...