Are emerging markets rebounding and what is the current investment case?

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Recently, I’ve often been asked the questions, ‘Are emerging markets (EM) rebounding? or ‘What’s the current investment case for emerging markets? To answer, I look to the same three key

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ESG increasingly embraced by Chinese corporates

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Environmental, Social and Governance (ESG) concerns are increasingly gaining traction among Chinese investors, corporates and policy makers, as China shifts towards an economic development model that focuses more on quality

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From free money to free fall – don’t lose sight of the long term

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Well, what a difference six months can make. Throughout 2021 there were concerns building around valuations, the large swell of unintended consequences or distortions of near-free money that led to

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Market climbing a wall of worry

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Market environment In market parlance, you’d say that the market is climbing the wall of worry. That’s actually quite a positive sign, which might seem unusual.  But when you keep

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Against a sober global backdrop, how is Australia faring?

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Outlook and market observations Over the last six months, the market has shifted from focusing on value styles, valuations and short-term earnings to long-term realities of business models as well

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Is now the moment to get back into emerging markets?

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Is now the moment to get back into emerging markets (EM)? Six months ago, you might have laughed at the suggestion. Russia might have been written down to zero in

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Fidelity International launches metaverse experience to encourage financial literacy in the digital age

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Fidelity International (“Fidelity”) has announced the launch of Fidelity International Campus, a new metaverse experience within Decentraland that aims to encourage financial literacy and educate users on the importance of

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What does the future hold for the next generation of investors?

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For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The report’s launch was

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How to invest for China’s next phase

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China’s annual March legislative sessions are likely to reinforce the primacy of ensuring stable economic growth, and we expect the party leadership to back this up with accommodative policy settings.

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Australian women top APAC region for financial confidence – but significant gender gap remains

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Australian women are, on average, more confident than their Asia Pacific counterparts in their ability to manage their own money, at 60 per cent versus 49 per cent, according to

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