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"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
Lithium stocks tank on price concerns, market finishes higher, Origin pulls earnings
The local market managed to eke out a positive return on Wednesday, gaining 0.3 per cent on the first trading day of June. Another rally in the iron ore price,...
Lithium stocks tank on price concerns, market finishes higher, Origin pulls earnings
The local market managed to eke out a positive return on Wednesday, gaining 0.3 per cent on the first trading day of June. Another rally in the iron ore price,...
Local market turns on bond yields, oil prices spike, Star 'unsuitable'
The domestic market managed to reverse the prior day’s gains, falling 1 per cent on Tuesday after US bond yields jumped on further central bank...
Local market turns on bond yields, oil prices spike, Star 'unsuitable'
The domestic market managed to reverse the prior day’s gains, falling 1 per cent on Tuesday after US bond yields jumped on further central bank...
Local market turns on bond yields, oil prices spike, Star 'unsuitable'
The domestic market managed to reverse the prior day’s gains, falling 1 per cent on Tuesday after US bond yields jumped on further central bank...
Local market turns on bond yields, oil prices spike, Star 'unsuitable'
The domestic market managed to reverse the prior day’s gains, falling 1 per cent on Tuesday after US bond yields jumped on further central bank...
US inflation bumps market higher, technology boom, AGL capitulates
The weakest monthly inflation print in close to two years offered the best possible backdrop for the local market on Monday, with the S&P/ASX200 gaining...
US inflation bumps market higher, technology boom, AGL capitulates
The weakest monthly inflation print in close to two years offered the best possible backdrop for the local market on Monday, with the S&P/ASX200 gaining...
'Era of structural inflation' will require change of approach
‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...
'Anomalous' short-term underperformance of EM set to reverse
"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox...
ASX defies gravity, energy and retailers push market higher, Appen tanks
The local market delivered a strong finish to the week, gaining 1.1 per cent on the back of a strong global lead. The primary driver was a weakening of the...
ASX defies gravity, energy and retailers push market higher, Appen tanks
The local market delivered a strong finish to the week, gaining 1.1 per cent on the back of a strong global lead. The primary driver was a weakening of the...
ASX defies gravity, energy and retailers push market higher, Appen tanks
The local market delivered a strong finish to the week, gaining 1.1 per cent on the back of a strong global lead. The primary driver was a weakening of the...