market perspectives

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MPS Bullet Ins

MARKET PULSE

Semi Detached

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INSIGHTS

How To Invest For An Electrified Society

Never has so much financial muscle, nor religion of all stripes, or polities of all ...

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INSIGHTS

Learning To Live With Higher Inflation Volatility.

PUTTING THE CART BEFORE THE HORSE… However, before we sound the all clear on the ...

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Navigates Energy Transition

FIRB Approval

The Australian Foreign Investment Review Board have finalised their approval of a 14GW renewable platform ...

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Navigates Energy Transition

Nestle Deal

Having developed an entirely new supply chain, agricultural revenue will now replace coal as a ...

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Navigates Energy Transition

Solar Power Sign Up

Our bio hub has entered into an agreement with Enerwhere to power port based facilities ...

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Insights

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Asset Allocation Insights

ASSET ALLOCATION PERSPECTIVES

Game Boy

Game Boy Asset Allocation Outlook Q1 2025 EXECUTIVE SUMMARY Tariff talk could well be a ...

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ASSET ALLOCATION PERSPECTIVES

Podcast Politics

EXECUTIVE SUMMARY The largest election day market move will need to consolidate US Federal Reserve ...

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ASSET ALLOCATION PERSPECTIVES

Bits, Bytes and Base Pairs

EXECUTIVE SUMMARY AI’s ‘mania’ by some measures already dwarfs that of the 2000’s TMT bubble; ...

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ASSET ALLOCATION PERSPECTIVES

The Half Penny Place

EXECUTIVE SUMMARY Markets are beginning to price in a higher probability of a growth re-acceleration; ...

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ASSET ALLOCATION PERSPECTIVES

All’s Well That Ends Well

EXECUTIVE SUMMARY The prevailing theme of 2023 was ‘disinflation’ ultimately providing fertile ground for equity ...

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ASSET ALLOCATION PERSPECTIVES

Recession Obsession

The impact of historic coordinated global policy tightening (read: interest rate hikes), continues to ripple ...

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ASSET ALLOCATION PERSPECTIVES

Bear With Me

A bear market which is in essence a valuation reset is very different (typically shorter ...

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ASSET ALLOCATION PERSPECTIVES

Inflation In Things We Want, Deflation In Things We Don’t Want

The war in Ukraine, China’s sweeping lockdowns, soaring inflation, shortages of energy and key commodities, ...

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ASSET ALLOCATION PERSPECTIVES

Gone Viral

From the outset we just wanted to make mention of the fact that this must ...

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ASSET ALLOCATION PERSPECTIVES

Role Reversal

The storm clouds are gathering for 2022. After years of ultra-accommodative fiscal and monetary measures, ...

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ASSET ALLOCATION PERSPECTIVES

Vaccination Variation

Johnson and Johnson’s news that the vaccine is effective against the Delta variant should help ...

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ASSET ALLOCATION PERSPECTIVES

The Great Unwind

Perhaps in contrast to the common conception, we believe the biggest trend in the world ...

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ASSET ALLOCATION PERSPECTIVES

Planes Trains and Automobiles

We believe that vaccine prospects are likely to make 2021 a year of global economic ...

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