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ROTATION
Funds management
The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....
Funds management
There has been an ‘atypical’ rotation of stocks since the announcement of the COVID-19 vaccine trials with companies with the lowest levels of profitability outperforming...
Funds management
The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...