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Brilliant Investment Thinking by Advisers for Advisers.
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Why Walmart is so interested in Tik Tok

TikTok can be described as a social networking app, primarily used by millennials, to share and view amateur video content. The app is Chinese owned. Known as...

Semi-Loved and Semi-Understood - but Semiconductors Rule

Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about...

Woolies, Link Admin, Ramsay & Afterpay

Pandemic tailwind to flow into 2021 for Woolies Woolworths Ltd (ASX:WOW) delivered a weaker than expected result, despite a 6% increase in revenue to $63.6...

Is it time to seek ESG improvers?

The popularity of ESG strategies means the world may be running out of appropriately priced investment opportunities in the sector. In this paper, Amundi...

The power of engagement

Investing to improve lives is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was...

The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed...

Eaton Vance

Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies....

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

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