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k2 asset management
Latest news and analysis on k2 asset management
August 03, 2015 11:00
Nick Griffin: Looking at Australia through offshore
eyes
Livewire Exclusive
Livewire Markets
August 03, 2015 11:00
July 03, 2015 06:41
K2: We’re incentivised to perform
Mark Newman
K2 Asset Management
July 03, 2015 06:41
June 12, 2015 06:54
Buy Side Brief: What's the most crowded trade?
Livewire Exclusive
Livewire Markets
June 12, 2015 06:54
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June 02, 2015 14:04
A re-acceleration in US growth may be the catalyst for a broad drop in financial markets
Livewire News
Livewire
June 02, 2015 14:04
June 02, 2015 12:01
Management teams seem to have forgotten how to invest in a counter cyclical manner
Livewire Equities
Livewire
June 02, 2015 12:01
May 01, 2015 13:28
K2 has increased its AUD exposure
Livewire News
Livewire
May 01, 2015 13:28
April 13, 2015 10:13
K2 International Quarter
Update
Mark Newman
K2 Asset Management
April 13, 2015 10:13
September 17, 2014 14:59
Our Head of Australian Equities, David Poppenbeek recently put together a short note for clients outlining the relationship between bond prices and equity...
Mark Newman
K2 Asset Management
September 17, 2014 14:59
April 28, 2014 15:26
The K2 International team recently put a note together for distribution through the ASX website discussing the merits of investing in Emerging markets and...
Mark Newman
K2 Asset Management
April 28, 2014 15:26
February 05, 2014 10:23
On the back of K2 International's widely read notes on structural change stories - Google and Reflation in UK housing, Nick Griffin, Head of International...
Mark Newman
K2 Asset Management
February 05, 2014 10:23
November 14, 2013 09:13
Earlier this year, K2 put out a note identifying Google as the 'next low hanging fruit' in International Equities; as a result we sold our Apple exposure and...
Mark Newman
K2 Asset Management
November 14, 2013 09:13
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