Are global markets quietly steering toward an iceberg?
For Australian wealth managers - whose portfolios are heavily exposed to global equities, infrastructure assets and cross-border capital flows - the shocks of early 2025 underscored how quickly offshore developments can ripple through local returns. Those shocks, including the first “Triple-Red” moment of the century, highlighted the vulnerability of global linkages, despite a later rebound driven by the AI build-out, according to MSCI. By the...
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