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How to diversify your franked dividends with global equities

The attractive dividends that investors have come to expect from Australian companies are under pressure from a trifecta of separate,...

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Can ESG and sustainable investing really help build wealth?

Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...

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Does quality growth investing still deliver?

Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...

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Is a re-opened China a danger or an opportunity?

Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...

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How investing sustainably needs active managers to make the world a better place and investors richer

Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...

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10 themes powering earnings growth as the global economy slows

Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...

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What the slowing economy means for equity investors?

Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...

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