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All Articles tagged with 'Tim Richardson'

You are in   Posts tagged 'Tim Richardson'

Investors must look through inflation to focus on bigger picture themes such as growth scarcity in global equities

From Pengana Capital

While US inflation concerns and breakout stocks such as Nvidia are currently hogging the limelight in global equity markets, broader growth opportunities are currently scarce and could have more influence

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18 Apr 2024

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‘Over-exposed’ Aussie dividend investors may need to broaden horizons as overseas stocks improve payouts

From Pengana Capital

The drop in local dividends has the potential to become more acutely felt as more Australian investors have become ‘over-exposed’ to a small number of sectors, according to Tim Richardson,

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29 May 2023

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