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18 August 2020 • By Tim Humphreys • 1 min read
The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the ...
READ MORE There have been six commodity peaks in the past 227 years, with the most recent peak in June 2008. Analysis shows that the current supercycle is follo...
READ MORE An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most int...
READ MORE While COVID-19 continues to cause a great deal of uncertainty, it is important to look for opportunities that allow investors to participate in growth...
READ MORE Contrary to the belief that most acquisitions destroy shareholder value, there is an underappreciated niche of companies that make many acquisitions a...
READ MORE Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class�...
READ MORE The impact of COVID has undeniably demanded attention, as it has kickstarted a new economic cycle and heralded in a bear market and global recession. ...
READ MORE As the world begins to reopen following unprecedented periods of lockdown and quarantine, investors are analysing the potential trends and impacts fro...
READ MORE There have been many studies regarding the potential institutional role for gold, often with contradictory conclusions. What we have found is that the...
READ MORE The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been co...
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