CPD: Global growth equities – the investment case

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Growth style investing is a strategy focused on capital appreciation. It achieves this by targeting companies that exhibit above-average growth in earnings, revenue or cash flow compared to the broader... Read more continue reading

China Government Work Report – Stability with gradual rebalancing underway

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China’s latest Government Work Report delivered few surprises. Most quantitative targets aligned closely with market expectations, reinforcing a message of policy continuity: stable growth, calibrated adjustment, and incremental easing rather... Read more continue reading

Australian economic view – March 2026

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Market review A hiking Reserve Bank of Australia (RBA), balanced against a global risk off environment, resulted in the Australian bond market, as measured by the Bloomberg AusBond Composite 0+... Read more continue reading

Macroscope: War in the Gulf

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Two outsized geopolitical risks have been on the market’s radar for years, though not always with equal prominence. The first is an escalation in Taiwan, and the second is one... Read more continue reading

Geopolitical instability and interconnected risks raise fears of Black Swan scenarios

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Despite seeming predictable in hindsight, Black Swans are unexpected or unforeseen events that are highly disruptive and economically damaging. Examples include the 9/11 attacks of 2001 in the US, the... Read more continue reading

CPD: How to thrive amid a confluence of generational shifts

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Key takeaways While change is normal in the global economy, today’s environment stands apart for its confluence of transformational and multi-generational shifts. As a result of this rare convergence, the... Read more continue reading

Of bots and men and investing in the age of AI, Franklin Templeton Fixed Income CIO shares investment outlook

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Franklin Templeton Fixed Income CIO Sonal Desai believes that as AI evolves at a faster pace, it will be a fluid situation, but identifying the industries and companies likely to... Read more continue reading

Ten stats that matter 

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From how AI is already shaping businesses and markets via data centres and drug trials, to precious metals, defence spending and demographics around the world, Talaria Co-CIO Hugh Selby-Smith outlines... Read more continue reading

New digital advice platform drives 78% uplift in retirees choosing more than minimum pension

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Aware Super’s industry-first digital retirement planning and management platform has led to a big uplift in retirees choosing more than the minimum pension, demonstrating its ability to boost members’ confidence... Read more continue reading

Our convictions remain unchanged despite the return of tariff uncertainty

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Since the start of the year, some of the key convictions highlighted by Amundi, Europe’s largest asset manager, have been playing out and some trends have accelerated. According to Vincent... Read more continue reading