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Buy Hold Sell
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Buy Hold Sell
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Success and More Interesting Stuff
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reflation
Latest news and analysis on reflation
Equities
February 17, 2022 14:09
Cash flow is king (and the other factors driving returns over the next decade)
The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...
Ally Selby
Livewire Markets
February 17, 2022 14:09
Equities
June 17, 2021 13:05
Our best inflation trade
A good value investor will buy cyclical stocks on high multiples at the bottom of the cycle. This is when earnings have troughed. Computershare (ASX:CPU) will soon...
CPU
Computershare Ltd
ASX:CPU
Followed by
141
people
CPU
Computershare Ltd
ASX:CPU
Followed by
141
people
Harry Dudley
Hamma Capital
June 17, 2021 13:05
Macro
June 15, 2021 10:41
Get ready to pivot!
We are in the fourth and final mini reflation cycle of this 12-year bull market. Price signals across capital markets are suggesting we have reached an important...
Justin Braitling
Watermark Funds Management
June 15, 2021 10:41
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Macro
May 11, 2021 10:06
Why bad news is good news all over again
Thus far April’s US economic data has had a consistent theme despite the nation’s rapid progress on the vaccination front and the bounty of monetary stimulus that has...
Charlie Jamieson
Jamieson Coote Bonds
May 11, 2021 10:06
Equities
April 15, 2021 11:30
The junk rally
One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...
APT
AFTERPAY LIMITED
ASX:APT
Followed by
3382
people
APT
AFTERPAY LIMITED
ASX:APT
Followed by
3382
people
Jason Teh
Vertium Asset Management
April 15, 2021 11:30
Investment Theme
March 10, 2021 16:51
The reflation trade – fate or fad?
While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...
Mark Arnold
Hyperion
March 10, 2021 16:51
Investment Theme
February 03, 2021 15:51
Investment Themes 2021 revisited - Part 1.
Over the next six months, we will provide monthly updates on our 'Investment Themes 2021' which was released late last year. We have broken this series down into six...
Hue Frame
Frame Funds Management
February 03, 2021 15:51
Equities
December 19, 2020 13:17
Investment themes worth backing in 2021
Theme 1 Reflate the economy As share markets crashed across the globe in March and April, central bankers reduced interest rates and Governments expanded their balance...
Hue Frame
Frame Funds Management
December 19, 2020 13:17
Macro
November 09, 2020 16:57
Economic impact of a vaccine
With multiple companies making progress in the vaccine space, we have begun to envisage a post COVID-19 investment world. This article will aim to discuss: 1. The...
Hue Frame
Frame Funds Management
November 09, 2020 16:57
Macro
November 22, 2019 15:13
Global Reflation: Hot Trade or Hot Air? - Nucleus Investment Insights
Podcast
While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great...
Damien Klassen
Nucleus Wealth
November 22, 2019 15:13
November 15, 2017 13:34
3 key risks facing growth stocks
With high quality, growth-focused Australian small cap businesses enjoying a stellar run of recent outperformance, this month we have shared with investors some...
Andrew Mitchell
Ophir Asset Management
November 15, 2017 13:34
May 03, 2017 05:34
Everyone has been wrong on global trade growth
Callum Thomas
Topdown Charts
May 03, 2017 05:34
August 28, 2015 10:16
Global risks over the next three
months
Perpetual Equity Investment Company
Perpetual Asset Management (Australia)
August 28, 2015 10:16
January 28, 2014 12:31
Across K2 International's 'key areas of interest' the most controversial of our areas is the concept of 'reflation'
Mark Newman
K2 Asset Management
January 28, 2014 12:31
14
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Daryl Wilson,
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Michael Carmody,
Centennial Asset Management
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The US$115 billion question: Will Meta and Microsoft's huge spending on AI be worth it?
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