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Analysis

Yellen’s red flag to Trump

05 September 2017 • By George Lucas • 1 min read

Yellen’s red flag to Trump

Janet Yellen’s recent speech at Jackson Hole sang the praises of regulatory reforms made in the wake of the GFC, along with an implicit plea to poli...

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Yellen’s red flag to Trump

Why UK renewable assets make sense

Renewable energy investments are often overlooked, despite being less affected by quantitative easing and zero interest rate policies than other finan...

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Yellen’s red flag to Trump

Taking stock of multi-asset portfolios

Investec Asset Management’s John Stopford takes a look at the state of the multi-asset investment landscape, as well as the prospects for global gr...

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Yellen’s red flag to Trump

Preparing for an uncertain second half

Global equities performed strongly in the first half of 2017, but investors should be somewhat cautious going into the second half of the year, writes...

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Yellen’s red flag to Trump

Build it and they will come – eventually

Much of the infrastructure to enable cross-border flows into Australian managed funds is in place, writes Calastone’s Sarah Hayward – but the floo...

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Yellen’s red flag to Trump

Riding out the wave of volatility

Extended periods of low volatility can persist for longer than many may be comfortable with, writes JP Morgan’s Kerry Craig – but savvy investors ...

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Yellen’s red flag to Trump

Australia in the lead on energy efficiency

Australia is at the forefront of the push towards more energy-efficient commercial property, writes TH Real Estate’s Abigail Dean. Thanks to the ...

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Yellen’s red flag to Trump

Sustainability as a source of growth

Long-term social, demographic, environmental and resource challenges are creating plenty of opportunities, writes Pengana Capital’s Adam Myers – a...

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Yellen’s red flag to Trump

Separating the thrivers from the strivers

T. Rowe Price’s Randal Jenneke discusses the four key disruptive forces that are reshaping equity markets globally and in Australia. In the earl...

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Yellen’s red flag to Trump

A-REITs shake off the Amazon threat

While there are challenges and uncertainties facing A-REITs, the sector remains a relatively low-risk investment choice, writes Phoenix Portfolios’ ...

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