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ROTATION
Funds management
The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....
Funds management
There has been an ‘atypical’ rotation of stocks since the announcement of the COVID-19 vaccine trials with companies with the lowest levels of profitability outperforming...
Funds management
The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...