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The five key ingredients to successful franchise investing

Franchise Partners discuss the five key ingredients to successful franchise investing

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Is it possible to time trend following?

Winton explains how its highly dynamic approach allocates risk across commodities, currencies, equities, and fixed income sectors.

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A shot in the arm - Reporting Season August 2021

As reporting season ends, we look back at how the Australian equity market performed, dissecting the four key themes.

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Reporting Season: what to expect

Portfolio Manager Derek Bilney shares six key themes to watch, which will be critical in determining if markets have run too hard, too soon.

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‘Unprecedented’: the compelling opportunity in global listed real estate

Uncertain macroeconomic conditions, combined with the rising cost of capital, are driving dislocation and mispricing in real estate globally.

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Outlook 2023: Global Listed Real Estate

Liquidity demands and the fundamentals of listed Real Estate expected to be key in 2023, alongside active stock selection.

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