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It's freezing out there, but we are not talking about the weather...
The emerging issue for investors in unlisted Real Assets.
- Date published
- 9 Dec 2022
- Tag
- Australia Real Income
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Getting over the stagflation wall
Zehrid Osmani, Head of Long-Term Unconstrained, speaks with Ausbiz on taking a look at the macro picture, and potentially one of biggest economic risks, stagflation.
- Date published
- 11 Nov 2022
- Tag
- Global Long-Term Unconstrained
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Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
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The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
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All eyes on wage inflation
Wage inflation is critical to assessing the risk of inflation turning structural.
- Date published
- 30 Oct 2022
- Tag
- Global Long-Term Unconstrained
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Real Assets - A tactical opportunity in an inflationary world
In a world of persistent inflation and growing economic uncertainty, our Real Asset specialists discuss the ‘right’ listed Real Assets that can thrive in this environment.
- Date published
- 8 Aug 2022
- Tag
- Australia Real Income
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Growth vs. Value: Where’s the Quality in that?
An analysis of what style best captures the long-term emerging market opportunity.
- Date published
- 28 Jul 2022
- Tag
- Global Emerging Markets
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Rising into Falling Markets, with Lower Volatility
Our Asia Pacific Real Income portfolio design is continuing to provide investors with low volatility outcomes during uncertainty.
- Date published
- 17 May 2022
- Tag
- Asia Pacific Urban Trends Income
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Headwinds and Tailwinds: Who stands to benefit from the new investment landscape?
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent to revise our outlook in the shorter term.
- Date published
- 3 May 2022
- Tag
- Global Emerging Markets
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The Tide Continues to Turn for the Value-Growth Dynamic
As the economic reopening gathers momentum, the Value style is witnessing a swing from performance headwinds to tailwinds. The time is now to capitalise on this thematic.
- Date published
- 28 Apr 2022
- Tag
- Australia Value Equity