Three Questions for 2014

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“As we enter the new year, markets are more or less where we left off in December. Investor appetite for risk is up, liquidity is free flowing and credit markets

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Kardinia expands team with new appointment

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Kardinia Capital (Kardinia) has appointed Peter Lucas to the role of Investment Analyst, expanding its investment team – headed up by Portfolio Managers Mark Burgess and Kristiaan Rehder – to

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2014 Outlook: Time for financial markets to stand on their own two feet again

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Looking forward to 2014, Threadneedle Investments believes the year will be characterised by the move towards financial markets standing on their own feet again, as the global policy support that

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Kardinia wins ‘alternative strategies’ Manager of the Year

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Kardinia Capital has won the ‘Australian equities – alternative strategies’ Manager of the Year in the Professional Planner/Zenith Fund Awards. Kardinia beat Perpetual and Zurich to win the 2013 industry

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Asset Allocation Update: A Case for Europe?

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Despite there being much to consider over the last few months, we have made few changes to portfolios, largely leaving our overweighting to risk assets intact, and within equities and

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September 2013 Investment Strategy Update

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Economic and market commentary The UK and Europe have been late in joining the party to celebrate economic recovery, but signs of this happening are now getting stronger. In the

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Mid-year market review and outlook: Tapering is not tightening but valuations continue to favour equities over bonds

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At the start of the year, we forecast a challenging macroeconomic outlook for 2013, continued downside risks, and we expected interest rates to stay lower for longer. In terms of

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Threadneedle June economic and market update from CIO Mark Burgess

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Investors are currently more focused than ever on the US economy.  This follows comments from the Federal Reserve indicating that signs of the recovery gathering momentum would lead them to

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Threadneedle: global market commentary

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In the five years since the onset of the global financial crisis, markets, economies, and the authorities have taken many opportunities to surprise and confuse investors. The recent policy initiatives

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Threadneedle: March economic and market update

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Towards the end of 2012, we witnessed the negative impact that political battles can have on economic activity. Concern over the outcome of the fiscal cliff negotiations in the US

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