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26 November 2019 • By Brad Dunn • 1 min read
In a well-publicised media release on 19 August, 181 chief executives representing the influential Business Roundtable (BR) signed a “Statement on t...
READ MORE It was billionaire hedge fund manager Paul Singer who said, “If you want an alternative currency, check out gold. It has stood the test of thousands...
READ MORE Index investing’s sharp rise in popularity over the past decade or so scares some people. And not in a fun, haunted-house kind of way. They see a...
READ MORE On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a market capitalisation of approximately U...
READ MORE Since the 2008 global financial crisis, the value investing style in Australia has underperformed to the extent that it has come to be regarded as “...
READ MORE Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much wider universe of...
READ MORE Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates. But one of the fastest-growin...
READ MORE We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few years. Ber...
READ MORE The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...
READ MORE The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New York Economic Club. Trade...
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