October 31, 2024

Why value matters in investing – and what are valuations telling us now?

Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting

31st October 2024

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Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

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Donald Trump elected President of the US (again). Implications for investors and Australia

12th November 2024

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