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Analysis

Brad Dunn

22 December 2020 • By Brad Dunn • 1 min read

ESG engagement in fixed income: Our voices can be heard

Corporate activism is now a standard entry in the lexicon of financial markets. However, most people connect the term with equity investors due to the...

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Brad Dunn

From crisis to recovery – the road ahead

While new lockdowns rock the world as 2020 draws to a close, Franklin Templeton’s Sonal Desai is still “cautiously optimistic” for a more prospe...

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Brad Dunn

Could the global economy be set up for another roaring 20s?

The outlook for 2021 depends on numerous factors. In our most likely forecast which we have given a 50 per cent probability, a successful global ro...

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Brad Dunn

Refocus: A global strategy to lift bricks-and-mortar shopping malls delivers strong investor value

History has shown that the listed AREITs markets can overreact in times of market uncertainty. And even within this asset class, large valuation dispe...

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Brad Dunn

Is it time to rethink currency hedging strategies?

The Australian dollar is one of the more volatile international developed market currencies. Despite this, for those willing to take unhedged offshore...

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Brad Dunn

Achieving a better risk result for retirees

Helping clients plan for retirement and build their savings is a significant component of financial advisers’ role. And the benefits that financial ...

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Brad Dunn

Fresh hope in 2021: Finding value in a post-pandemic recovery

Despite starting this decade with an “unprecedented” level of issues – a global pandemic to alter the world as we know it, one of history’s la...

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Brad Dunn

A cloudy future: Yet hope is on the horizon for 2021 

The word “unprecedented” has become a pseudo moto for 2020. Trying to predict the future is always difficult – in 2020 it was impossible. From d...

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Brad Dunn

Secondaries surge: 4 questions for private market investors

With crisis conditions historically proving beneficial for new private equity secondaries funds, 2020 has seen a surge in fundraising and fund launche...

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Brad Dunn

Companies to live or die on digital strategy

The ability for companies to pivot their offering to a more digitally focused strategy is likely to determine their longevity, with COVID-19 accelerat...

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