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Can’t find your style? Knowing what you don’t know.
Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? Jonas Palmqvist and Jeff Thomson share their thoughts.
24 August 2017
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What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching
Jeff Thomson shares his insights on the Spanish banking sector following the collapse of the sixth largest bank in the country.
26 June 2017
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Will the tech sell-off continue? Three things to understand before deciding
Lachlan MacGregor explores whether the recent tech sell-off will continue.
17 June 2017
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On the Road: Nordic Financials
Jeff Thomson discusses his findings from his recent research trip to the Sweden and Denmark.
11 April 2017
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Funny Money in Silicon Valley
Now that the tech titans are pushing investors to focus on earnings excluding stock based compensation, investors need to be twice as careful.
25 March 2017
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On the Road: US Healthcare
Jonas Palmqvist shares his findings about the US healthcare sector following his recent research trip.
11 March 2017
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