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How investors can avoid the zombie apocalypse

Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...

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Are we heading back to 70s-style stagflation?

Tim Richardson CFA, Investment Specialist  “This is nothing like the 1970’s, which was a pretty dismal period, and not just...

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Pay Dirt: Capitalizing on the Electrification of Landscaping

The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an...

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Can shares build wealth in a new era of higher inflation?

Tim Richardson, Investment Specialist – Pengana International Equities Range of Funds “I remember the $0.05 hamburger and a $0.40-per-hour minimum...

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The Streaming Wars Take a Commercial Break

The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has...

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The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?

Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part....

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It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem

As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit.  ...

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Quality Growth International Equities

Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season.